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- In the Navigation Menu, click on Security -> Roles
- 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:
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.
Hide the field Mobile Phone for the Client Detail Page
- Repeat the steps above, except this time navigate to the Client Detail Page and look for the field Mobile Phone
- For attribute Mobile Phone security, set Visitor to Deny under Visible
- Click Save
- Save the page
The restrictions to the pages can be viewed with the page builder
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