Setting up Field level Security

With the field-level security, you can control the access rights of CRM fields for various profiles. This will ensure granular security at the field-level and users can access the fields that are relevant to their job profile. If you want, you can enable/disable view or edit permissions for all the fields except mandatory one. 

For example, "Sales Stage" and "Amount" fields in Potentials module may not be required for a person looking at customer support. Similarly, "Status" of the cases can be hidden for the users other than customer support persons.

To manage field-level access control list

1. Click the Setup link.
2. In the Setup page go to the Security Administration section and click the Field Level Security link.
3. In the Field-level Security page profiles, modules, and field-level permission for each module are displayed. To control field-level permission for each profile do the following:
   1. Select the profile from Profiles drop-down list . Example: Standard
   2. Select the module from Modules drop-down list. Example: Leads
4. In the <Module>: Field Level Security page, fields are displayed. Click the Edit button.
5. In the <Module>: Field Level Security page, select or clear the check boxes for the fields according to your organization’s field-level access control requirements.
6. Click Save.
   Follow the same procedure for other profiles and modules.