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Field Permissions

772 bytes added, 17:55, 26 November 2013
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SmartSimple's [[custom fields]] can be configured to be visible and /or editable only if certain conditions are met.
On each individual custom field, the following three permission conditions can be set:
* Each type of Field Permission has ''Deny'' and ''Allow'' settings.
* Adding a role, status or type to the ''Deny'' setting will mean that a contact possessing that role will not be able to see or edit the field; or that if the field is on a record in that status or of that type, it will not be able to be seen or edited.
* This is known in this context as ''blacklisting'' - disallowing visibility or editability based on certain criteria.* ''Whitelisting'' takes the opposite approach - a role, status or type is added to the ''Allow'' setting.* This approach means that only contacts possessing a certain role will be able to see or edit the field, or will only be able to see or edit the field if it is on a record in that status or of that type.* The ''whitelisting'' approach is preferable to the ''blacklisting'' for::*''scalability purposes'' - if more roles are added to the system, you will not have to remember to decide whether or not they should have access denied on a set of fields:*''security purposes'' - if a certain role is denied access to a certain field, all that is required to see the field would be that the role be removed from their profile, a privilege which in some cases users are granted.
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