Accessing field security
You can view the current field security settings for an entity.
- Click <My Profile> | Administration | Customization | Primary Entities or Secondary Entities | <Entity>.
- Click the Edit icon in the Field Security column beside the field you want to review.
- The access rights to this field for "Everyone" are defined by default. There's an Allow and Deny checkbox for Read Access and Write Access.
When you select a checkbox, you can also affect the other checkboxes in the row. For example, when you select Allow in the Write Access section, Allow in the Read Access section is automatically selected. When you select Deny in the Read Access section, the checkboxes in the Write Access section become unavailable, indicating that write access is irrelevant when a field is not viewable. In addition, the Required checkbox, which indicates that the field must contain a value for the form to be successfully submitted, is also inactive in this situation because a field that cannot be viewed cannot be marked as required.