1. SuiteCloud Platform
  2. Customization
  3. Custom Fields
  4. Creating a Custom Field
  5. Restricting Access to Custom Fields
  6. Setting Role, Department, or Subsidiary Access Restrictions for a Custom Field

Setting Role, Department, or Subsidiary Access Restrictions for a Custom Field

You can restrict access to custom fields by role, department, or subsidiary to protect sensitive information and manage data visibility according to your organization’s needs. Access levels determine whether a field can be viewed, edited, or included in search results or reports by specific users or groups.

To set role, department, or subsidiary access restrictions:

  1. Edit the custom field record.

  2. Click the Access subtab.

  3. In the Default Access Level field, set the access level you want to grant to roles, departments, and subsidiaries that you don't specifically define in the following steps.

  4. In the Default Level for Search/Reporting field, set the level of access you want to grant through search and reports to roles, departments, and subsidiaries that you don't specifically define in the following steps.

  5. Click the Role, Department, or Subsidiary subtab.

  6. In the first column, select the role, department, or subsidiary you want to define access for.

  7. In the Access Level column, select the level of access you want to grant.

  8. In the Level for Search/Reporting column, select the level of access you want to give the role, department, or subsidiary for search and reporting.

  9. Click Add.

  10. Repeat these steps for each role, department, or subsidiary.

  11. Click Save.

Important:

The preceding procedure describes how to limit access to a custom field. When available, you also can check the Apply Role Restrictions box to limit access to an entire custom record, according to a custom field's values. Applying role restrictions extends access restrictions based on class, department, location, or subsidiary, that are set on role definition pages. For example, if you've set location-based restrictions on roles, and you want to apply these same restrictions to Subscription custom records, you can check Use Role Restrictions for the Subscription record type's custom field that stores location values. For more information, See Applying Role-Based Restrictions to Custom Records.

Watch the following help video for information about access control setup for custom field values:

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General Notices