In one of the orgs I’m working with, there is a requirement to set permission hierarchy for custom fields related to costs.
One deaprtment (PMs) shall access (see & edit) all fields
Another deaprtment (Sales) needs to have access to MOST fields, excluding the cost related custome fields so a Sales user can’t see any cost related data even it exsits in the project.
Is there a generic solution for this requirement?
Thanks
Hi, @Einat_T1! Welcome to the community!
Awesome question!
For this use case, set the PM department members as Project Admins and everyone else as Editors. Then add project permission restrictions so only Project Admins can edit fields. If you also want some custom fields hidden, make those fields Private so they’re only visible to specific users.
This is supported on Asana Enterprise, Enterprise+, and Legacy Enterprise.
Read about Field restriction here: https://help.asana.com/s/article/edit-restriction-on-custom-field-values?language=en_US
Setting a Private custom field: https://help.asana.com/s/article/private-custom-fields?language=en_US