Set up security permissions for a field

Note

If you have enabled Unified Interface only mode, before using the procedures in this article do the following:

1. Select Settings () on the navigation bar.
2. Select Advanced Settings.

   

You can restrict access to a field by creating a field security profile. After you create the profile, assign users and or teams to that profile, and set up specific read, create, or write permissions for the field.

More information: Security concepts

1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.

   Check your security role

   • Follow the steps in View your user profile.

   • Don’t have the correct permissions? Contact your system administrator.

2. Go to Settings > Security.

3. Click Field Security Profiles, and then on the command bar, click New.

4. Enter a name and a description (optional) and click Save.

5. Under Common, click Field permissions.

6. Select a field, and then click Edit.

7. Select the permissions that you want to assign to users or teams, and then click OK.

8. To add users or teams:

   1. Under Members, click Teams or Users.

   2. On the command bar, click Add.

   3. In the Look Up Records dialog box, select a team or user from the list (or search for a team or user), and then click Select.

   4. Repeat the preceding steps to add multiple teams or users, and then click Add.

See also

Enable or disable security for a field