Setting Field Visibility for Different Person Types

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  1. 1. Click on Settings and Configuration

    Click on Settings and Configuration

  2. 2. Click on System Settings

    Click on System Settings

  3. 3. Click on Manage Fields

    Click on Manage Fields

  4. 4. Click to expand

    Click to expand

  5. 5. Click on Field Visibility

    Click on Field Visibility

  6. 6. Search the field you would like to set visibility for

    I would like to change the visibility of personal email to staff only. So I am searching the field " "personal email."

    Search the field you would like to set visibility for

  7. 7. Select the field you would like to change

    I am selecting "Personal Email"

    Select the field you would like to change

  8. 8. Click on Manage Visibility of Member Fields…

    Click on Manage Visibility of Member Fields…

  9. 9. Make sure the selected person types are who you would like to have viewing access to this field.

    I only want staff to view the "Personal Email" so I am deselecting the person type "Non-Member" and "Member"

    Make sure the selected person types are who you would like to have viewing access to this field.

  10. 10. (Continued)

    (Continued)

  11. 11. Click on the green check mark to save the setting on that field.

    Click on the green check mark to save the setting on that field.

  12. 12. Click on Save

    Click on Save

  13. 13. Note: The lock icon represents that field visibility is set on that field

    Note: The lock icon represents that field visibility is set on that field

  14. 14. Note: The red * on Person type button represents that the field is mandatory for that person type. If a field is marked as Mandatory for a person type in the original field management setting, you would not be able to remove field visibility.

    Note: The red * on Person type button represents that the field is mandatory for that person type. If a field is marked as Mandatory for a person type in the original field management setting, you would not be able to remove field visibility.