---
title: "Field-Level Permissions"
slug: "field-level-permissions"
updated: 2024-10-30T22:55:54Z
published: 2024-10-30T22:55:54Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Field-Level Permissions

## What are Field-Level Permissions?

Field-level permissions allow you to control which user **Roles** can view and edit specific **Custom Fields** in infoodle. This provides a fine level of control over data access, ensuring that only authorised users can see and modify sensitive information.

#### How to Set Field-Level Permissions

To Access the Field Management Screen, either navigate to **Administration > Custom Fields** and under **Configurations** click on **Field Permissions**

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-SZJOWPT0.png)

or, navigate to **Administration > Roles** and click on **Field Permissions**.

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-IMIS6UNO.png)

**Select a Role:** choose the role for which you want to set permissions. For example, Administrator, Role: Read Only or, Role: No Visibility:

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-9C6KU8Q8.png)

**View and Edit Fields:** The screen will display all custom fields, organised by tabs. You can expand or collapse tabs to view specific fields.

- **Profile Main Page:** this is the front page of the profile
- **House information / Organisation info:** these are fields custom fields related to the Household (or Organisation).
- **Group Membership:** these are fields only available on a group

Set whether the field can be read or not, or whether it can written to, or not.

#### Hiding Fields from Users

A field can be hidden from a user by setting the field to be neither writable nor readable. For example, in the above image, under the role Role: No Visibility, both Read and Write are not set for Contact Type and Record Type fields. Therefore, both these fields won't be visible to a user with this role.

**Save Changes:** once you've made your selections, click **Save Changes** to apply the new permissions.

### Editing Individual Custom Fields

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-W3YJ8JS6.png)

#### Role Permissions

When editing or creating new existing custom fields, select the Read and Write options for each role.

**Save Changes:** once you've made your selections, click **Save** to apply the new permissions.

### Important considerations

**Receipts:** printed receipts cannot have the data on the generated PDF controlled. If you include fields that have some field-level permissions, ensure you consider this when giving people access to printed receipts.

**Forms:** if you use fields that are hidden for other roles when building forms, ensure to use the [limit to group](/v1/docs/adding-a-form#to-build-a-form) (use the group field option) functionality to ensure only those people you permit are allowed to see data collected on the form.

### Fields not able to be controlled

#### To control these fields, there is a worked-around

**Gender:** switch this off using the field options menu in custom fields and create a new custom lookup which will have control **Occupation:** use a custom field instead which you can control and select "no default tab" when editing the field, and ensure it is not shown on any contact type

#### No work around available

- **Name:** including title/first/middle/last, household/organisation name
- **Photo**

**No work around but** possibly use the directory options but using this removes custom fields from the users view also

- Addresses
- Household/organisation phone numbers and email addresses

### What can be controlled

The following fields can be controlled with this fields permission functionality:

- Archived
- Guardian
- Date of death
- Date of birth
- all custom fields for people, households and groups

### Key Points to Remember

**Granular Control:** Field-level permissions provide precise control over data access in infoodle, allowing you to restrict visibility to specific roles.

**Role-Based Security:** Permissions are assigned to roles, ensuring that all users within a role have the same access level.

**Customisable Settings:** You can customise permissions for each custom field to meet your specific requirements.

### Additional Tips

**Review Permissions Regularly:** Periodically review and update field permissions to ensure they align with your changing needs.

**Use Clear and Descriptive Field Names:** Clear and descriptive field names can help you understand and manage permissions more effectively.

          
          

For further information see the following topics:

[Roles](/v1/docs/roles) [Custom Fields](/v1/docs/custom-fields)

## Related

- [Roles](/roles.md)
- [Role Information Details](/role-information-detail.md)
- [About Permission Roles](/permissions.md)