Assign Smart Field Permissions to a System Role

On the Smart Fields tab of a system role, you can grant access to specific types of smart fields. Users in this role can access the Smart fields tab on records to view the selected types of smart fields.

The Smart Fields system role controls who can configure smart fields. For more information, see Smart Fields.

Note: System Administrators can assign a user to a system role they create, then log in as that user to determine if the features and other items they configured for the role display as intended. For more information, see “Run the Program as a Selected User” on page 11.