Field Visibility

Purpose:

Manage data access with precision by controlling which users or roles can read, write, or view specific fields within an
object.

What’s New:

• Set field-level visibility rules on a per-user or per-role basis.

• Navigate to any module → locate ‘Action’ column against the desired object → click the vertical ellipsis (⋮)
  → select ‘Visibility’.
  

• A detailed visibility matrix will appear, listing all fields with ‘Read’, ‘Write’, and ‘Hide’ options.

How It Works:

For Configuring Visibility on a User Basis:

• In the visibility settings panel, a list of all users will be provided. Select the user for whom you want to
  configure visibility.

• Use the checkboxes to assign read and write permissions, or choose ‘Hide’ to completely restrict view to a
  field.

• Click ‘Save’ to apply changes.

For Configuring Visibility on Role Basis:

• In the visibility settings panel, a list of all roles will be provided. Select the role for which you want
  to configure visibility.

• Use the checkboxes to assign read and write permissions, or choose ‘Hide’ to completely restrict view to a
  field.

• Click ‘Save’ to apply changes.

Scope of Impact:

These visibility rules will affect the read, write, or view access across all functionalities where the user interacts
with the object, including:

• Add Record form

• Filters

• Settings

• Automation workflows

• Rules configuration
• Reports & Dashboards
  

This ensures secure, role-appropriate access to data across your Office24by7 workspace.