Advanced Field Permissions

The page for setting advanced field permissions (otherwise referred to as "field-level permission") in a Project is accessed by selecting Administration | Project | Field Maintenance from the FootPrints Toolbar.  Any field-level permissions that you set via the Field Maintenance page apply to either all Agents or all Customers.  To set field-level permissions for specific roles (e.g., to set permissions for just Read-Only Customers or a set of Agents you might have designated as Networking Agents), you use a different part of the interface.  Refer to the field-level permissions topics under User Roles for details.

To set field-level permissions:

1. Select the field to be edited from the dialog box on the Fields Maintenance page and click Edit.
2. The Field Maintenance dialog is highlighted in a darker color until the edit is complete.
3. Select the Advanced Field Permissions link.  The Choose Role Type page is displayed.
4. Click a link to set the permissions on this field for All Agent Roles or All Customer Roles.  If you select All Agent Roles, the permissions you set for the field apply to all internal agent roles, including system and project administrators.  If you select All Customer Roles, the permissions you set for the field apply to all Customer roles.  If you want a specific role to have a different set of permissions for a particular field, you can always change it in the Administration | Project | User Roles page (refer to Field-level Permissions for Built-in Fields and Field-level Permissions for Custom Fields for details).  When you click the link, a Custom Field Permissions page is displayed.
5. Use the radio buttons to set whether to hide the field on all screens or to set a permission level based on the status of the Issue.
6. If you chose to set permissions based on status, specify the permission you wish to apply to each status.  That is, when the Issue is assigned a status, the permission you select here applies to the field while it is in that status.  The roles that will be affected by your choices are listed at the bottom of the window.
7. Enter your administrator password and click the GO button.  The permission settings are saved.

Note

If you have HTML/text inserted above a field, hiding the field with field-level permissions can also hide the HTML/text that you inserted.  There are situations in which you may want that HTML/text insertion to still be shown.  Refer to Insert HTML/TEXT Headers for details on setting whether the insertion is shown or not shown.