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Planview Customer Success Center

Configuring custom field permissions

Administrators can define permissions for editing individual custom fields. This feature works similarly to workflow for entities. They can decide which users can change the values of a custom field and then changes by all other users become proposed edits that must be approved before they take effect. Administrators can assign edit permissions to a specific person, or to any person with a defined role or in a specific organization. They can also assign permissions to people with a specific contact-type association.

There are three levels of permission available for each custom field:

  • View – Users with this permission can only view the Custom Field
  • Approve – Users with this permission can approve proposed edits on a given Custom Field.
  • Edit – Users with this permission and view the field and edit the field.

To add or modify permissions on a custom field:

  1. In the main navigation menu go to Administer > Custom Fields.
  2. Select a custom field.
  3. Under Security Options, click Add Permission.
  4. Select the privilege level for the permission.
  5. Select the user or group of users this permission applies to. This is a two-step process.
    1. Select a type: person, contact, or role.
    2. Select an option from the next dropdown. The option available will be based on the chosen type.
  6. Click Save on the permission row.
  7. Click Save at the top of the entity page.

When editing permissions are enabled, proposed changes to the field will appear in the workflow tab of the entity where the changes were proposed. The workflow tab is located on on the right of the entity page, marked by a lock icon.

To remove editing permissions on a custom field:

  1. In the main navigation menu go to Administer > Custom Fields.
  2. Select a custom field.
  3. Under Security Options, click the Remove button on a permission. If all permissions are removed, no users can view or edit the field.
  4. Click Save at the top of the entity page.