Setting Record and Field Permissions
Reading through the KB and Forums, I've been able to piece together how Record and Field level permissions work, and looking for confirmation.
To limit what a user sees, we need to:
1. Create a View which holds the Records and Fields the user is allowed to see.
2. Create a Role specific to that View
3. Add the User to that Role
4. Create a Form and pair with the View
This seems pretty cumbersome, so not sure if I'm understanding correctly (from: http://help.trackvia.com/forums/216889-how-to-questions/suggestions/5927293-limit-access-to-specific-fields-by-role)
User > Role > View/Form
Jake Marwil commented
You are correct. TrackVia accomplishes limiting record and field permissions through roles. Please let us know if you have any further questions.