Attributes Configuration

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Further control your roles by configuring the access to the different attributes inside the system. This can be set by navigating to Admin > Team > Access Control > Attributes Configuration

saphyte access control

1. Create a setting by clicking on the ‘Createbutton

saphyte access control create

2. Name the configuration and add description (optional). It is mandatory to associate this configuration with a role as this provides a more granular control of what your users can view, update, or delete in a role. By default, this configuration is set active.

saphyte access control

3. On the Profile Data section, you can select the access you want to apply on the fields related to a Contact’s basic information or you can apply it to the Custom Fields as well.

The following roles are configurable:

  1. Read/Update
  2. Read Only
  3. No Access

Note: Since the access you will configure on the Attributes Configuration is more granular, this will override the role it is associated with.

saphyte access control
Contact Information
saphyte access control
Custom Fields