Introducing Permission Templates for field level access control

Permission Templates allows administrators to create a set of permissions that can later be assigned to a specific user, group or a role.

For example there can be a permission template called “Restrict Source update” which does not allow any user with that template to update lead source.

  • In this version, you can control these permissions:
    • Which fields can a user update while Creating a lead.
    • Which fields can be modified by a user during Lead Update
    • Export leads
    • Import leads
    • Delete leads

For detailed information on this, refer to: Permission templates