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 on Setup > Admin Settings > Field Level Security.
2. 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:
   
   
   • Select the profile from Profiles drop-down list . Example: Standard
   • Select the module from Modules drop-down list. Example: Leads
3. In the <Module>: Field Level Security page, fields are displayed. Click the Edit button.
4. 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.
5. Click Save.
   
   Follow the same procedure for other profiles and modules.