Resetting Field Level Security Configurations

Once Field Level Security is turned on for an entity, any additional changes to the security configurations must be done at the Field level. However, the default configuration may be reset for all users and groups with Read, Edit, In Place Edit permissions at the Entity level.

1. Open the Entities record and select the Security > Options tab.
2. Click the Field Level Security Defaults button.
   • This displays the default Field Level Security dialog box, which lists all fields in the entity, and by default grants Read, Edit, and In Place Edit (if applicable) permissions to all groups and users that were granted the same permissions at the entity level.
      
3. Modify the default Read/Edit/In Place Edit permissions, as necessary.
   • Any modifications made in this dialog box are applied to all users and groups who have access to the entity, regardless of existing Field Level Security configuration.
   • Use the Select All and Remove All buttons as necessary to change all of the field settings with one button click.
   • If you remove Edit permissions for a field, the system also automatically clears the corresponding Allow In Place Edit check box (if it is also selected).
   • For example, if you want all users and groups to have Read access only to the OwnerName field as the Field Level Security starting point, clear the corresponding Edit check box.
     
     
4. Click OK to close the Field Level Security dialog box.
   • A message box displays, informing the user that this will overwrite any existing Field Level Security configuration already in place for the entity fields.
      
5. Click Yes to return to the Entities record.
6. Save the Entities record.