How to Restrict Access to Fields in Profile Layouts

Restricting access to certain fields in Elvanto is essential for maintaining data privacy and ensuring that only authorized users can view or edit sensitive information. This guide will walk you through the steps to lock down specific fields and set access permissions, ensuring that your data is secure and accessible only to the appropriate personnel.

  1. Go to People > Categories.

  2. Choose the category you wish to restrict access in.

  3. Edit the Field:

    1. Select the field you want to lock down.
    2. Click the Pencil Icon next to the field.
  4. Set Access Permissions:

    • Options to lock down the field will appear on the right-hand side.
    • Select which access permissions can edit or view the field, and which ones it should be hidden from.
  5. Apply Lockdowns to Other Categories:

    • These lockdowns and labels are applied per-people category.
    • If you want the same lockdowns to apply to other people categories for that field, select the Copy access to this field in other People Categories? checkbox.
  6. Save both the Field and the layout once you have finished your changes.