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

Thanks !

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Thanks!

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