How do I control field visibility?

You can control who can view custom fields by setting visibility permissions for each field.

Steps to set field visibility

1. Option 1: Click your profile in the bottom left corner, go to Company Settings > Custom Fields

   Option 2: Use the search bar at the top left (or press Ctrl+K) and type Company Settings, once there click the Custom Fields tab. 

2. Select the type of custom field you want to modify (e.g., User Custom Fields).

3. Find the custom field in the list. The User Visibility column shows who currently has access.

4. Click the three-dot action menu on the right-hand side > Edit. 

5. Under Visibility, select who can view this field:

   • Admin: Only administrators can see this field (most restricted, for sensitive information).

   • Managers: Managers and administrators can see this field.

   • Users: Everyone using the system can see this field (least restricted).

6. Save your changes.

The visibility setting will be displayed in the main custom fields list for quick reference.

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