There may be a group that you'd like to assign access to work with some custom fields but not all custom fields of a record type. It is recommended to assign rights to view and add the related category. Afterward, you can assign rights to one or more custom fields associated with that category.

 

The following example will serve to demonstrate how to add View rights to all of the custom fields under the External->Attorney category. Edit rights will also be activated for two of the three custom fields ("Minority" and "Overall Performance").

 

For more details on how field-level security works for TeamConnect 4.2+, see Hierarchy Overview of Group Rights.

After assigning rights above to a group, the following screen views can be selected under the Categories subsection of the Contact profile. Make sure to Save after making changes to the contact record.

After assigning the following category, the following custom fields are visible via the Custom Fields link on the sidebar navigation:

 

Note: If rights are turned off on system blocks, those blocks will not be visible. Rights turned off on custom blocks will appear as SECURED.