set-up-security-permissions-field.md

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Set field security permissions in Dynamics 365 Customer Engagement (on-premises)	Restrict access to a field by creating a field security profile. Assign users and or teams to that profile, and set up specific permissions for the field.		10/01/2019				article	Dynamics 365 for Customer Engagement (online) Dynamics 365 for Customer Engagement Version 9.x	578abf62-e903-452e-90e0-7fb43343fcaf	26	jimholtz	jimholtz	admin

Set up security permissions for a field

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You can restrict access to a field by creating a field security profile. After you create the profile, assign users and or teams to that profile, and set up specific read, create, or write permissions for the field.

[!INCLUDEproc_more_information] Security concepts

1. [!INCLUDEproc_permissions_system_admin]

   Check your security role

   • [!INCLUDEproc_follow_steps_in_link]

   • [!INCLUDEproc_dont_have_correct_permissions]

2. [!INCLUDEproc_settings_security]

3. Click Field Security Profiles, and then on the command bar, click New.

4. Enter a name and a description (optional) and click Save.

5. Under Common, click Field permissions.

6. Select a field, and then click Edit.

7. Select the permissions that you want to assign to users or teams, and then click OK.

8. To add users or teams:

   1. Under Members, click Teams or Users.

   2. On the command bar, click Add.

   3. In the Look Up Records dialog box, select a team or user from the list (or search for a team or user), and then click Select.

   4. Repeat the preceding steps to add multiple teams or users, and then click Add.

See also

Enable or disable security for a field

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