Restrict Editing on Custom Fields

Restrict Editing on Custom Fields

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Final week, we introduced the discharge of Roles & Permissions—a easy method to handle accessibility inside Shut.io.

In the present day, we’re excited to launch one other accessibility-related function: Prohibit Modifying on Customized Fields.

Let’s say you’ve created a Customized Subject referred to as Lead Proprietor, which lets you assign Results in particular gross sales reps inside your group. However you don’t essentially need your reps making themselves—or others—Lead House owners, too.

That is the place Prohibit Modifying is available in

Now you'll be able to determine how every Position interacts with the Customized Fields you’ve created. Need to let one other Position (e.g. Tremendous Customers) edit the Lead Proprietor area?

Simply go to Settings > Customizations > Customized Fields, and click on Edit on any Customized Subject. On the backside of the modal, toggle Prohibit Modifying and choose which Roles can edit the Customized Area.

Going ahead, all different Roles shall be unable to edit that Customized Subject.

A number of extra notes…

  • Admins can edit any Customized Area
  • If the Prohibit Modifying change is turned off, the Customized Area might be editable for all Roles
  • If a Customized Area is restricted:
    • Customers can’t edit the Customized Subject's worth on Leads
    • Customers can’t add preliminary values when a Customized Area is empty

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As all the time, our Help and Success groups are right here to assist with any questions you might have. You possibly can contact Help here or contact your Buyer Success Supervisor immediately.

Should you’re not but utilizing Shut.io to shut extra offers, get began together with your free 14-day trial at present!

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