In certain cases, you may need to limit access to a custom property for specific user groups or user classes.
You can manage these permissions on the Custom Properties page by navigating to Manage > Leads > Custom Properties.
How to Update Custom Property Permissions
To modify access settings for a custom property:
- Click the Permissions button.
- Adjust permissions for the selected user groups or user classes.
You can set the custom property to be:
- Hidden – Users cannot see the property.
- Read-only – Users can view the property but cannot make changes.
- Editable – Users can view and modify the property.
- Required – Users must enter a value before proceeding.
Restricting Access to Custom Property Values
You can also manage access permissions for individual custom property values by:
- Navigating to the Property Values page.
- Clicking the gear icon in the Actions column.
- Adjusting the necessary access settings.
This ensures that only the right users can view or modify specific properties and values.