Field-Level Permission Management in SuperNova

In SuperNova, you can control who can view or edit specific fields inside a document using Field-Level Permissions. This is useful when you want to restrict certain information from being modified by specific users.

For example, if you don’t want an Accounts User to change the Item Rate while creating a Sales Invoice, you can make the Item Rate field read-only.

Let’s see how you can do this! 🚀

📌 How to Restrict a Field Using Perm Level

🔹 Step 1: Go to Customize Form

• Select DocType as Sales Invoice Item
• Find the field you want to restrict (e.g., Item Rate)
• Click to expand its settings

🔹 Step 2: Set a Permission Level (Perm Level)

• Look for the Perm Level option in the field settings
• Assign a Perm Level number (e.g., 2)
• Save the changes

🔹 Step 3: Define Role-Based Permissions

• Go to Role Permissions Manager
• Click Add a New Rule
• Select Document Type (e.g., Sales Invoice Item)
• Choose the Role (e.g., Accounts User)
• Set Perm Level as 2
• Grant Read-Only access to this role

🔹 Step 4: Apply and Test
Now, when an Accounts User creates a Sales Invoice, they can see the Item Rate field, but they cannot edit it. The rate will be automatically fetched from the Price List.

🛠️ Why Use Field-Level Permissions?

✅ Control Sensitive Data – Prevent users from changing critical information.
✅ Fine-Tune Access – Different roles can have different permissions for the same document.
✅ Better Compliance – Ensures that only authorized users can modify specific fields.

By using Field-Level Permissions, you can enhance security and accuracy in your SuperNova system, making sure users can only access what they need.