Setting up Fields & Links Permissions
Set Access Permissions for Fields
With the field-level security, you can control the access rights of Workerly fields for various profiles. This will ensure smooth security at the field-level, allowing users to access the fields that are relevant to them. If needed, you can also enable or disable views or edit permissions for all the fields except the mandatory ones.
For example, "Job ID" and "City" fields in the Jobs module may not be required for a person. Similarly, "Status" of the jobs can be hidden for some of the users.
To manage field-level access
- Click Settings >Setup > Customization > Modules
- Select Module from the drop-down list to filter and view the fields of the selected module only.
- Select Fields for that particular module.
- Click Field Permissions.
All the fields available in the selected module will be listed.
- Select the profile to set up the access control. Select or clear the check boxes for the fields according to your organization’s field-level access control requirements.
- Read and Write - It is available only to the enterprise edition.
- Read Only - The fields will be visible in the read-only mode.
- Don't Show - The fields will not be shown.
- Click Save.
Set Access Permissions for Custom Links
After the custom links are created, users who have 'Customize Zoho Workerly permissions in their profile can set access permissions for the custom links. Based on these permissions, other users can use the custom links.
Availability
Profile Permission Required: Users with the Customize Zoho Workerly permission can access this feature.
- Click Settings > Setup > Customization > Modules
- In the Modules page, do the following:
- Click on any of the modules.
- Select Links and Buttons under that particular module.
- Create a new link in the page.
- Label the link and provide your URL
- Select the Profile(s) that can have access to the link.
- Make the necessary changes and click Save.
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