Before You Begin
You must have administrative access to create and manage roles in Dazos
Understand that field editability is managed at the Role level, not for individual users
Consider your organization's hierarchy structure before making changes
Understanding Role-Based Field Permissions
In Dazos CRM, field editability is controlled at the Role level rather than for individual users. This means:
You cannot give edit permissions to just one person within a shared role
All users assigned to a role will have the same field permissions
Fields can be set to "Read Only" or "Hidden" for entire roles
Implementation Options
You have two main approaches to restrict field editing:
Option 1: Create a Unique Role
Create a specific role for users who need full edit access while restricting other roles to read-only access.
Option 2: Role-Wide Restriction
Lock the field for everyone in specific roles if they no longer need to make changes to that field.
Steps to Create and Configure an Admin Role
Create a New Role: Navigate to your role management settings and create a new role (e.g., "Full Admin")
Assign the Role: Assign this new role to the user account that needs full edit access
Position the Role Correctly: The admin role should be positioned at the top of your organizational hierarchy or at the same level as your highest existing roles (like Senior Executives) to ensure proper system authority
Contact Support: Once your role is created and positioned correctly, contact Dazos support to manually configure the field restrictions for all other roles
Important Hierarchy Considerations
Role positioning in your organizational hierarchy affects system permissions:
Higher-level roles typically have more authority in system logic
If you cannot move your admin role above existing top-level roles, position it at the same hierarchical level
Roles at the same level are treated with equal authority by the system
Expected Result
After completing these steps:
Users with the admin role will have full edit access to the restricted field
Users in other roles will have read-only access to the field
The field restriction will apply across all relevant modules (such as Leads and Intake Opportunities)
Troubleshooting
Cannot move role to top of hierarchy: If you're unable to position your admin role above existing roles, place it at the same level as your highest existing roles (such as Senior Executives). Contact support for assistance with final positioning if needed.
Need multiple users with edit access: Assign multiple users to the same admin role, or create additional admin-level roles as needed.
Related Resources
Role Management Documentation
User Permissions Overview
Organizational Hierarchy Setup Guide