Field Level Permission Management
Restricting a field based on Roles can be easily configured using Perm Level, which is required by most organizations. To define a Perm Level , you can go to the respective form and Customize it.
Let's take a scenario where the organization doesn't want its Employee (Accounts User) to edit the Rate of the item while creating a Sales Invoice . To do that, we can simply make the Item Rate field a read-only .
1. To achieve this, go to Customize Form , select DocType as Sales Invoice Item , scroll to the Item Rate field and expand it.
2. Search for the Perm Level , enter the number (0, 1, 2, 3, etc), and Save it.
3. Once saved, click on Add a New Rule in Role Permission Manager and select the Document Type and the Role, in our case, Accounts User , set the Perm Level as 2 and grant the Employee Read access.
This is how the Role Permissions Manager will display the newly created Rule with Perm Level as 2:
4. Now, as you can see in the Sales Invoice the User can only read the Item Rate field which will be fetched automatically from the Price List.