{"id":155644,"date":"2026-11-02T14:43:09","date_gmt":"2026-11-02T14:43:09","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&p=155644"},"modified":"2026-11-02T15:20:24","modified_gmt":"2026-11-02T15:20:24","slug":"guide-to-restricting-fields-and-statuses-for-a-role-in-workflows","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/guide-to-restricting-fields-and-statuses-for-a-role-in-workflows\/","title":{"rendered":"Guide to Restricting Fields and Statuses for a Role in Workflows"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text el_class=”tut-intro”]You can control what the employees of a specific role<\/strong> can do in a workflow type: the fields they can add, view, or edit, the statuses whose records they can see, and the statuses they can move records to. The restrictions apply to all employees of the role at once, so you don’t need to set up each employee separately. This tutorial explains how to add the three restrictions for a role from the Manage Permissions<\/strong> screen, and what the role’s employees see after saving.[\/vc_column_text][vc_column_text el_class=”tut-toc”]Table of Contents<\/p>\n

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  1. Before you start<\/a><\/li>\n
  2. Steps to restrict fields and statuses for a role<\/a><\/li>\n
  3. What do the role’s employees see after saving?<\/a><\/li>\n
  4. FAQs<\/a><\/li>\n<\/ol>\n

    [\/vc_column_text][\/vc_column][\/vc_row][vc_row el_id=”before-you-start”][vc_column][vc_custom_heading text=”Before you start” font_container=”tag:h2|font_size:26px|text_align:left|color:%2304306b|line_height:1.6″ use_theme_fonts=”yes” css=”.vc_custom_1762000002001{margin-top: 30px !important;margin-bottom: 16px !important;padding-bottom: 10px !important;border-bottom: 2px solid #E3E9F2 !important;}”][vc_column_text el_class=”tut-check”]<\/p>\n