Limited visibility can be enabled on any field to limit the visibility of the data in the field or hide it completely. Please note that this feature is available on a Business plan subscription or higher.
Here is where you can enable it:
There are 2 ways of working with the given feature:
Make the field available only to users in a specific role. For example, you can make financial information on a transaction available only to Admins or Accountants. If you use such a rule, then this field will completely disappear from all places of the interface for other users that do not fall under the rule (even from the dialog for creating a record). This feature can also be used to adjust the layout of the record for each individual role and make the record interface look less cluttered:
2. Make the field available only to those users who are assigned to the specific user field. For example, a contact's email can only be seen by the manager responsible for that contact:
In this case, the field will remain on the interface in the cases, where several records are shown at once (list view, for instance), but the data in it will be displayed as "hidden":
Please note the following 2 points while working with this feature:
1. It is not a complete data protection feature: the fact that the fields are not being displayed on the UI does not mean that a restricted user cannot be pulled out this data out of the system. Therefore, for complete data protection, you need to use the access settings in the roles.
2. If the user has partial visibility of the fields in the folder, then a number of features become unavailable. For instance, export, import, move, mass update etc.
This feature tries to prevent as much as possible the ability of the user to manage the records, the full data of which is not available to him.
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