Product Fields View Permissions

Introduction

Update the permissions for each field against a product, this can be limited to ALL or SOME of your user groups.

For example, you can have a protection adviser only see product they can advise on, and hide everything else, such as mortgage products.

User Permissions

Home > System Settings > User Permission Groups & Set Permissions > Edit (against the user group you wish to update).

The specific user permission needs to be enabled to allow users to edit the ‘Product View Profiles'.

NOTE:
You need to be a user with permissions to make system changes. If you do not see the above option, please see your system super user.

How to set a field view permission

Find the product you wish to change the view permissions against by navigating to:

Home > System Settings > Products

Now click on the View Profile button.

Within the edit profile screen, you are able to select either a particular field to change or you can view all the fields, filtered by a particular user group.

Now you can select against each field whether it is hidden, read only or editable by simply select the appropriate icon.

Click on the Save Permissions when you are finished.

INFORMATION

If you wish to change the same field profile item for some or all of your products, you will need to repeat the above process against each product.