Modifying Field Level Security Configurations

Once Field Level Security has been implemented for the entity, security configuration is transferred from the entity level to the field level for reading and/or editing fields in the entity records based on the selections made in the Field Level Security Defaults dialog.

After you have enabled Field Level Security and have set the defaults, you can configure Read, Edit, and In Place Edit access on a field-by-field basis for each User or Group that has access to the entity.

Follow these steps to configure a field's security settings:

1. Open an Entities record where Field Level Security has been implemented.
2. From the Fields tab, open a Fields record.
3. Select the Security tab.
4. If you want to use In Place Editing in conjunction with Field Level Security, select the Allow In Place Editing option.
   • After selecting this option, select an In Place Edit Security setting:
     • All Users: All users who have edit permissions at the entity level can edit this field directly within a list view.
     • Specified Users/Groups: Only the Groups and Users that have the In Place Edit option selected on the corresponding Group/User Permissions record can edit this field within a list view.
        
   • In order to support In Place Editing at the field level, it must also be enabled at the Entity level and the users/groups to whom you grant In Place Editing privileges at the field level must already have In Place Editing privileges at the entity level.
   • The Allow In Place Editing option is not available for virtual fields and other non-updateable field.
   • See Modifying Security Settings for In Place Editing for instructions on how to enable In Place Editing at the entity level.
     
     
5. Select either the Group Permissions or User Permissions sub-tab.
   • These tabs are only available when Field Level Security is enabled at the entity level (on the Entities record's Security tab).
   • These tabs list permissions for all Users and Groups that originally had a User Permissions or Group Permissions record at the entity level.
     
     
6. Open a Group or User record from the appropriate Permissions tab.
7. Configure the group's or user's field permissions.
   • Select the Read option to grant the user/group read access to the field. Clear the option to disable the user/group's access to the field.
   • Select the Edit option to grant the user/group edit access to the field. Clear the option to prevent the user/group from editing this field. Note that this selection is only applicable if Read is selected.
   • Select the Edit In Place field to grant the user/group the ability to edit this field in a list view (using the In Place Editing functionality, see Editing Records in Place for details). Note that this selection is only applicable under the following conditions:
     • The Edit option is also selected on the same Permissions record.
     • The Allow In Place Editing option is selected on the field's Security > Options tab and In Place Edit Security is set to Specified Users/Groups. (If set to All Users, then all users with the appropriate security can use In Place Editing for this field, regardless of this check box's setting.)
     • The user/group has Edit In Place privileges at the entity level.
        
   • Enter any Comments regarding the field level security settings in the field provided (optional).
     
     
8. Click OK to close the Permissions record.
9. Click OK to close the Fields record.
10. Configure the field permissions for additional groups or users, as necessary.
11. Save the Entities record.