How to edit field level permissions

With field level permissions, Insightly administrators will be able to select which fields other users will have access to. Any field from any object type can be updated as long as you have advanced permissions enabled.

Setting these field permissions will affect record layouts, list views, and reports.

To edit field level permissions:

  1. Go to System Settings > Objects & Fields.
  2. Select an object.
    Fieldlvl_1.png
  3. Select Object Fields.
    Fieldlvl_2.png
  4. Select a field.
  5. Click Set Field-Level Security.
    Fieldlvl_3.png
  6. Click Edit Permissions.
    Fieldlvl_4.png
  7. Click the check boxes to set permissions for different profiles. The field can be set to Read Only or Hidden.
    Fieldlvl.gif
  8. Scroll to the bottom of the page and click Save.
    Fieldlvl_5.png
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