Zoho CRM – Restrict Access to Specific Fields

By August 27, 2017No Comments

When you assign a profile to a user it defines what permissions (read/write/delete) they have for each module and also access to administrative functions.  Did you know that you can also restrict access down to the field level?  Here’s how…

  • Tool Icon-> Setup-> Customizations-> Modules
  • Click on the Module Name whose fields you want to restrict
  • Click on the Fields Tab
  • Click on Set Permissions
  • Select Read/Write Access for each of the Profiles defined – click Save!

Suzanne Kirkland

Author Suzanne Kirkland

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