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Setting user permissions on Account Fields
Setting user permissions on Account Fields
Kirill Selivantchik avatar
Written by Kirill Selivantchik
Updated over a year ago

As a Qollabi Admin user, you can now customize the permissions for specific account fields, deciding which user roles can edit them. This new feature is designed to give you greater control over your data, helping you better manage your account information.

To get started, follow these easy steps:

1. Log in to your Qollabi account and go to the "Manage" panel. In the "Manage" panel, navigate to "Fields."

2. Click on the "Edit" button next to the account field you want to customize permissions for.

3. The slider will show a list of user roles that can access the selected account field. By default, the Admin role is preselected and cannot be removed.

4. Choose the user roles you want to grant or revoke access to the account field.

5. Click "Submit" to apply and save the new permissions!


That's it! You have successfully customized the permissions for the selected account field. These permissions will affect all accounts with that field, ensuring that only the right people can edit your data.

With Qollabi's Customizable Permissions for Account Fields, you will be able to manage your account information with ease, knowing that the right people are editing your data.

If you have any questions or need further assistance, please don't hesitate to contact our support team.

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