Hidden and Read-only Fields
Your administrator can restrict individual fields for your role — for example hide a deal's Amount from delivery staff, or make Close Date read-only for sales reps. This page explains what that looks like and what you can still do.
There are three levels:
| Level | What you can do |
|---|---|
| Editable | See and change the field — the normal case |
| Read-only | See the value but not change it |
| Hidden | The value isn't sent to you at all |
These rules are applied by the server, so they hold everywhere — in the app, in exports, in reports and through the API.
Read-only Fields
- On forms and edit pages the field shows a small lock and (read-only) next to its label, and can't be changed. Hovering it shows "Read-only for your role".
- Inline editing and bulk update don't offer the field.
- Imports refuse a column mapped to it: "You can't import into … fields that are hidden or read-only for your role. Skip these columns: …".
When Stage is read-only
If Stage is read-only for leads or opportunities, you can still open and edit the record's other fields, but you can't move it through the pipeline:
- stage pills on the record are not clickable ("Stage is read-only for your role"),
- cards can't be dragged between columns on the board,
- Convert, Disqualify, Close Won / Close Lost and Reopen are not available.
Ask the record's owner or your manager to move it.
Hidden Fields
| Where | What you see |
|---|---|
| Lists | The column isn't available in Columns; searching or sorting by it does nothing |
| Detail pages | The field is left out, or shows a lock and — |
| Forms | The field isn't shown |
| Boards | The value is left off the cards |
| Exports | The column isn't in the CSV / Excel file |
| Global search | Records aren't found by that value, and it isn't shown in results |
| Reports | The field isn't offered in the Report Builder. A report someone else built with it shows "This report uses fields that are hidden for your role." |
| Dashboards | A widget built on the field shows "Hidden for your role" |
| History | Changes to the field are left out of the record's history |
| PDFs and emails | Proposals, contracts and invoices you generate leave the field out. The send dialog notes "Fields hidden for your role are left out of the document" |
When Stage or Amount is hidden
- Stage hidden — the board view isn't available for leads or opportunities; use the list view.
- Amount hidden (opportunities) — the board still works, but cards are sorted by last updated instead of value and the stage column totals aren't shown. Pipeline and revenue totals on dashboards are hidden too; counts are still shown.
Common Questions
Why can't I save a record? If a field you can't see or change is required, the form can't be completed. Ask your administrator to make the field optional or give it a default.
A colleague sees a field I can't. Field access is set per role. Ask your administrator if you need it.
Something changed while I was working. Permission changes reach you within about 10 seconds. Refresh the page to see the current fields.
For administrators: see Field Permissions.