Help Document
Configuring Field Security For Entities

    CONFIGURING FIELD SECURITY FOR ENTITIES

    Administrators can configure Field Security to restrict specified fields for certain security roles.

    Requirements

    To configure Field Security for Entities, users must be assigned a security role with the following permissions:

    • Administrator System Role

    TO CONFIGURE FIELD SECURITY:

    1. In the Setup Home page:
      • If you want to design a layout for a Magentrix Entity, click Create > Entities.
      • If you want to design a layout for a Salesforce integrated Entity, click Extend > Salesforce.
    2. Click the entity you want to configure.
    3. Under the More Actions dropdown box, select Field Security.
    4. In the dropdown menu, select the security role you want to configure.
    5. Check the desired settings for each field:
      • Read: Users can read the field.
      • Edit: Users can edit the field.
    6. Click Save Changes.

    SEE ALSO:


    << Configuring Entity Permissions | Entity List Layouts >>