How to Restrict Custom Field groups by User Role Security

Related Links 

Custom Fields Overview

Custom Roles/Set Permissions in TOPS [ONE]



This guide will give you step by step instructions on how to restrict your custom fields to only be seen by specific roles. 

Users will need to have the following permission enabled in order to manage this setting 



Step By Step

1. Click Admin 



2. Go to Custom Field Categories then click View All 




3. Click the  next to the category you want to edit. 

4. Click the  icon next to the category name 


5. Click Roles 


6. Once it expands, you can either use the Select/Deselect All buttons to mass select all of the role 

Or, you can manually select the toggles to pick the roles you want to enable. 


7. Click  when finished. 

8. Click  to Save your settings for that Category 



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