Create a role that can enter but read only to others

Hi Michelle Plutto ,

I don't think you would want to use the 'Read Only' attribute in Studio because the formulas you can use there apply for all users accessing a record. In other words, SugarLogic formulas don't have the capability to be contextual to the user. Instead, I recommend that you make the field read-only via roles. If the person who can edit Distributor account info belongs to a role shared with other users, I recommend creating a unique role for her. Then, set all of your other existing roles to have that field be read-only.

Admins would still be able to edit the field in this scenario, but all regular users would be restricted with the exception of the select user.

Chris

Hi Michelle Plutto ,

I don't think you would want to use the 'Read Only' attribute in Studio because the formulas you can use there apply for all users accessing a record. In other words, SugarLogic formulas don't have the capability to be contextual to the user. Instead, I recommend that you make the field read-only via roles. If the person who can edit Distributor account info belongs to a role shared with other users, I recommend creating a unique role for her. Then, set all of your other existing roles to have that field be read-only.

Admins would still be able to edit the field in this scenario, but all regular users would be restricted with the exception of the select user.

Chris

Thanks Chris.  I did make a special role for her but how to give her permission to specific field via her role? I want her to be able to enter/edit Distributor name, address etc. but not the rest of the team