Field Permissions

Control which data fields users can view or edit within each module.

Overview

Field permissions provide granular control over data visibility. While module permissions control access to entire modules, field permissions let you show or hide specific pieces of information within those modules.

Permission Model

Field permissions are managed through two toggles per field: Read and Write.

Read	Write	Effect
✅	✅	User can see and modify the field.
✅	❌	User can see the field but cannot change it (read-only).
❌	❌	The field is not displayed to the user at all (hidden).

Note: A field must be Readable to be Writable. Disabling Read access automatically hides and locks the field.

Configuring Field Permissions

Step 1: Open Role Settings

1. Navigate to Users & Roles.
2. Go to the Roles tab and select the role you want to manage.

Step 2: Navigate to Fields

1. Click the Field Permissions tab.
2. Fields are organized by module (e.g., Budget Estimator, Projects, Tasks).
3. Use the search/filter at the top to find specific modules or fields.

Step 3: Set Permissions

1. For each field, toggle the Read and Write checkboxes.
2. If the module has Custom Fields configured, they will appear alongside the system fields.
3. Use the Bulk Actions controls to enable or disable all fields at once for a module.

Step 4: Save Changes

1. Once your configuration is complete, click the Save button.
2. Changes take effect the next time users with this role interact with the data.

Modules with Field Permissions

The following modules have configurable field-level permissions:

Module	Module
Budget Estimator	Projects
Project Notes	Properties
Tasks	Trips
Finance	Surveys
Stakeholders	Absence Management
Reports	Workflows & Notifications
Documents	Timesheets
Contacts	Entities
Assets	Resource Scheduler

Related

• Roles & Permissions — Role overview
• Module Permissions — Module access control
• Access Rules — Conditional access