How do I control property field visibility and permissions for different user roles?

Last updated: May 30, 2025

Context

Organizations often need to control which team members can view or edit specific property fields. For example, you may want certain financial or sensitive information to be visible only to administrators or office staff, while restricting access for field crews, contractors, or sales representatives.

Answer

The ability to control property field visibility and permissions depends on whether the field is a Standard Property or a Custom Property:

Standard Properties

For Standard Properties:

  • You cannot hide these fields from specific roles

  • You can set roles to "View Only" access, which allows users to see but not edit the fields

Custom Properties

For Custom Properties, you have more control over permissions:

You can configure which roles have access to view or edit these fields through the property settings.

Role-Based Access Control

To restrict editing capabilities while maintaining visibility:

  1. Navigate to your role management settings

  2. Set the appropriate role to "View Only" access

  3. This will allow users with that role to see the properties but prevent them from making changes

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Permission changes will apply universally to all properties and projects associated with the assigned role. It is possible for custom properties but not standard properties.