Knowledge Base Article

How to Use Record-Level Permissions

Beyond the module permissions on a person's account, an individual record can be restricted on its own. Two switches sit together at the top of the record's details page, under Record Level Permissions.

Set As View Only. People can open and read the record but not change it.
Lock This Record. People cannot open it at all.

The Record Level Permissions switches, Set As View Only and Lock This Record, at the top of a record's details page

Who keeps access either way

Whoever created the record.
A master admin.
Anyone named on the record's Record Permissions page.

Naming someone on Record Permissions

Every record workspace has a Record Permissions page carrying two separate panels, one per switch. Each reads Enabled or Disabled depending on whether its switch is on.

Go to Record Permissions.
In View Only Access, to let somebody edit a view-only record, or Locked Record Access, to let somebody open a locked one, start typing the user's name in the Add User box and pick them.
Click Add. They appear in the list below.

The pink icon next to a name takes their access away again.

The Record Permissions page with the View Only Access and Locked Record Access panels, each with an Add User box, an Add button and the users named on it

There is no access level to choose. A person is either named on a panel or not: the panel they are on is what decides what they can do.