Applying Role-Based Access Restrictions to a Custom Record if the Field Already Exists
The following procedure describes how to apply role-based access restrictions to a custom record if the field already exists.
For more details about setting role-based restrictions, see Applying Role-Based Restrictions to Custom Records.
Note:
Applying center-based restrictions to custom records is similar to applying role-based restrictions to custom records. For more information about how you can prevent sensitive data from being displayed to unauthorized contacts, see Limiting Search Access to Custom Records.
To apply role-based access restrictions to a custom record if the field already exists:
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On the Fields subtab of a custom record definition page, click the field name.
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On the field definition page, check the Apply Role Restrictions box and click Save.