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 (Gear button.) on the navigation bar.
  2. Select Advanced Settings.

    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