Field permission groups allow you to group custom fields on entities together for the purposes of limiting or granting users on your account access to those fields using Custom User Roles.
This article explains how to create a field permission group and add custom fields to a permission group. To learn how to create custom fields, see Create a Custom Field.
Create a Field Permission Group
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Click Knowledge Graph in the navigation bar and click Configuration.
- Click the Field Permission Groups tile.
- Click on the Add Custom Field Permission Group button.
- Enter a name for the group in the text box.
- Click Create Custom Field Permission Group.
Add Fields to a Permission Group
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Click Knowledge Graph in the navigation bar and click Configuration.
- Click the Fields tile.
- Custom fields need to be added to groups individually. Find and click on a field you want to add to the permission group in the Fields table.
- Scroll down to the Advanced section on the field. Click the dropdown next to Custom Field Permission Groups and select your desired group.
- Repeat for any other custom fields you want to group together.
User Permissions for Custom Field Permission Groups
Once you create and add fields to a permission group, you can assign user permissions for that specific group of fields. To do this:
- Navigate to Account Settings > Roles.
- Select Edit next to a role you want to update. You can also create a new role.
- In the Knowledge Graph Tab, scroll down to Custom Field Permission Groups.
- You can assign view, use asset, edit items with approval, or edit access to this role for all or individual permission groups.