Field-level Permissions for Custom Fields

Field-level permissions allow the administrator to set permissions to view or change specified fields based on user roles.  In addition, this feature allows more granular control, allowing fields to be visible or invisible, read-only or read/write, and optional or mandatory for users with the specified role.

To set field-level permission for custom fields:

1. Select Administration | Project from the FootPrints toolbar, then selecting User Roles under the Roles section of the main frame.  The User Role Properties page is displayed.
2. In the Field Permissions section, click the advanced permissions radio button.  The section expands to display additional options.

3. Select a custom field from the drop-down field.  The section expands further.

4. To hide the field from this role at all times, click the Hidden on all screens checkbox.  Otherwise, the field's permissions are based on the status.  Select a radio button to determine the field's permission for the role when it is in each status.  The permissions options are:
5. Hidden—The user cannot see the field when it is in the specified status.
6. Read only—The user can see the field but cannot change the field when it is in the specified status.
7. Optional—The user can see the field and can change the field, but changing the field is not required when it is in the specified status.
8. Mandatory—The user can see and change the field and is required to change the field when it is in the specified status. If you change the status of an Issue and this causes a field on a tab to become mandatory through field-level permissions, the label turns red dynamically.
9. Use Default Permissions—  Checking this box allows you to back out of all specified permissions in this page and revert to the default permissions for all items.  When you check this box, the grid of radio buttons disappears and you must enter your password to save the change.

6. Additional options in the Field Permissions section are:
7. Summary—Click the Summary button to display a table showing the field-level permissions for all fields and statuses.
8. Cancel All Changes—Click the Cancel All Changes button to cancel all changes you have made for all fields.
9. Cancel Changes to This Field—Click the Cancel Changes to This Field button to cancel changes you have made for this field only.

7. To set permissions for additional fields, select a new field from the Field drop-down list and then follow the instructions above.
8. When you have finished making all of your changes to this page, scroll to the bottom of the page and enter your password, then click GO to save the changes.