Field-Level Access Control (Standard Objects)
Field-level access control lets you decide who can see or edit specific fields on standard CRM objects like Customers, Contacts, Deals, and Tasks.
This gives your team the flexibility to share the right information, without exposing everything to everyone.
It’s a powerful permission layer that most CRMs don’t offer.
How it works
Step 1: Open Standard Object Builder
Go to Settings
Select Standard Objects → Custom Fields
Choose the object you want to manage (Customers, Contacts, Deals, or Tasks)
Step 2: Select a field
Find the field you want to control
Click Access Right on the right side of the field
Step 3: Configure access rights
You can now define how this field behaves:
View Permissions
Choose which users or groups can see this fieldEdit Permissions
Choose which users or groups can edit this fieldLock Behaviour
Decide how the field behaves when the record is locked
(for example, read-only vs fully restricted)
Step 4: Save permissions
Once configured, save your changes.
The field will immediately follow the new access rules across the CRM.
Why this matters
Keep sensitive data visible only to the right people
Give sales, ops, and management different access levels
Maintain clean data ownership as your team scales
Add enterprise-grade control without enterprise complexity
This feature works seamlessly with Alano’s custom fields and object management, giving you fine-grained control while keeping the experience simple and intuitive.
Related guide pages
Original Outline page: https://wiki.alano.ai/s/alano-user-guideline/doc/field-level-access-control-standard-objects-hxTz8b3rJI