CollabPortals

Field Permissions

How to set field-level permissions in CollabPortals to control visibility and editability of individual fields.

Overview

Field permissions let you control visibility and editability for each individual field in a table. While table permissions control broad actions (view, create, edit, delete), field permissions fine-tune exactly which data users see and interact with.

Permission Levels

Each field can be set to one of four permission levels:

LevelIconDescription
Hidden-Field is not visible to portal users
View OnlyEyeField is visible but cannot be edited
EditablePencilField can be viewed and edited
Editable + RequiredPencil + asteriskField must be filled in when creating or editing records

Configuring Field Permissions

  1. 1

    Open portal settings

    Navigate to your portal's configuration page and find the table you want to configure.

  2. 2

    Expand the field list

    Click on a table to see all its fields listed with their current permission levels.

  3. 3

    Set each field's permission

    Use the dropdown or toggle for each field to set its permission level. Changes are saved automatically.

How Field Permissions Work

Hidden Fields

Hidden fields are completely invisible to portal users. They don't appear in:

  • The data table view
  • Create forms
  • Edit forms

Use hidden fields for internal data (IDs, notes, formulas) that portal users don't need to see.

View-Only Fields

View-only fields appear in the data table and record detail views but are not editable. They show as plain text without input controls.

Good for: calculated fields, status fields managed by your team, reference data.

Editable Fields

Editable fields appear in both view and edit modes. Users can modify these values when editing a record or filling them in when creating a new record.

Editable + Required

Same as editable, but the field must have a value. If a user tries to submit a form without filling in a required field, they'll see a validation error.

Use "Editable + Required" for fields that are essential for your workflow, like a project name or due date. This ensures portal users always provide the data you need.

New Fields from Airtable

When new fields are added to a table in Airtable, they default to hidden in CollabPortals. This is a safety measure, so new fields won't automatically appear to portal users. You need to explicitly set their permissions to make them visible.

When CollabPortals detects new fields in your Airtable base:

  1. The new fields appear in your field permissions list
  2. They are set to hidden by default
  3. You can change their permissions to make them visible

Interaction with Table Permissions

Field permissions work within the context of table permissions:

  • If a table's View permission is off, field permissions don't matter, since the entire table is hidden
  • If a table's Edit permission is off, editable fields will display as view-only
  • If a table's Create permission is on, editable and required fields appear in the create form

Example

Table PermissionField PermissionResult
View: On, Edit: OffEditableDisplays as view-only
View: On, Edit: OnEditableFully editable
View: On, Edit: OnHiddenNot visible at all
View: On, Create: OnEditable + RequiredRequired in create form

Computed Fields

Some Airtable field types are always read-only regardless of permission settings:

  • Formula fields
  • Rollup fields
  • Count fields
  • Lookup fields
  • Auto number fields
  • Created time fields
  • Last modified time fields

These fields can be set to "View Only" or "Hidden" but cannot be made editable since their values are calculated by Airtable.

Best Practices

  • Start restrictive - Begin with fields hidden and selectively reveal what users need
  • Hide internal fields - IDs, internal notes, and admin-only flags should be hidden
  • Require key fields - Use "Editable + Required" for fields critical to your workflow
  • Review after Airtable changes - When you add fields in Airtable, remember to update their permissions in CollabPortals

Next Steps