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  1. In the Navigation Menu, click on Security -> Roles
  2. In the Roles description page and a new Role, Visitor. Click Save.

Step 2 - Add the role Visitor to a User 

Step 2 - Configure Security for Visitor

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Now when a user logs in with the role Visitor, the Email column will be blank in Client Search

The following is shown in the page builder previewafter logging in with a user with Visitor role:

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Disable editing for the field Reports To in the Client Modify Page

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The field Reports To will now be disabled when the modify screen is clicked by a user with the Visitor role.

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Hide the field Mobile Phone for the  Client Detail Page

  1. Repeat the steps above, except this time navigate to the Client Detail Page and look for the field Mobile Phone
  2. For attribute Mobile Phone security, set Visitor to Deny under Visible
  3. Click Save
  4. Save the page

The restrictions to the pages can be viewed with the page builder 
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Step 3 - Deploy the Solution

Go to the Navigation menu and Deploy the Solution. After the Solution has been Deployed. Log in with a user that has