Edit the custom field record.
2. Click the Access subtab.
3. In the Default Access Level field, set the access level we want to grant to roles, departments, and subsidiaries that you do not specifically define below.
4. In the Default Level for Search/Reporting field, set the level of access we want to grant through search and reports to roles, departments, and subsidiaries that we do not specifically define below.
5. Click the Role, Department, or Subsidiary subtab.
6. In the first column, select the role, department, or subsidiary we want to define access for.
7. In the Access Level column, select the level of access we want to grant.
8. In the Level for Search/Reporting column, select the level of access we want to give this role, department, or subsidiary via search and reporting.
9. Click Add.
10. Repeat these steps for each role, department, or subsidiary.
11. Click Save.
