---
title: "Section Permissions: Role-Based Visibility and Editing Control"
url: "https://help.ontraccr.com/en/article/section-permissions-role-based-visibility-and-editing-control"
language: "en"
last_updated: "2025-05-26T20:37:24.398Z"
---

# Section Permissions: Role-Based Visibility and Editing Control

## 📄 Section Permissions: Control Who Can View or Edit Form Content  
 

Ontraccr’s **Section Permissions** feature lets you show or hide parts of a form based on the user’s **role, team, or individual identity**. This is crucial for privacy, compliance, and streamlining the form experience based on who's filling it out.

* * *

## 🔐 Why Use Section Permissions?

-   Limit sensitive fields (e.g., billing, internal notes) to managers
-   Prevent field staff from editing admin-only sections
-   Ensure role-specific inputs (e.g., Safety Manager sections) are only seen by the right people

* * *

## 🛠 How to Configure Section Permissions

1.  In **Step 2: Fields**, click the **gear icon ⚙️** beside a section name
2.  Scroll to `**Restrict Permissions**`
3.  Use the dropdown to add:
    -   Roles (e.g., Admin, Supervisor, Inspector)
    -   Teams (e.g., East Division, Safety Crew)
    -   Individual Users

Once added, you’ll see two checkboxes beside each:

-   ✅ **Can View**
-   ✅ **Can Edit**

> Leave both unchecked to completely hide the section for that user/role.

* * *

## ✅ Example Scenarios

| Role | Can View | Can Edit | Section Purpose |
| --- | --- | --- | --- |
| Field Worker | ❌ | ❌ | Admin-only notes |
| Supervisor | ✅ | ❌ | Read-only summary |
| Admin | ✅ | ✅ | Full access |

* * *

## 🧠 Best Practices

### ✔️ Add All Roles Explicitly

Even if only one role should have access, **add all roles** to define their visibility clearly.

> This prevents confusion down the line and ensures form behavior is predictable.

* * *

### ✔️ Mix Roles, Users, and Teams

You can assign permissions using **any combination** of:

-   Roles (broadest)
-   Teams (mid-level)
-   Specific Users (most precise)

> If a user is part of multiple categories, the most permissive setting applies (i.e., if any category allows view/edit, access is granted).

* * *

### 🔄 Overrides Are Supported

You can override role-based restrictions for individual users—great for giving one-off access without changing role settings globally.

* * *

## 💡 Use Cases

| Use Case | Who Gets Access |
| --- | --- |
| Billing section in change orders | Admins only |
| Safety notes in inspection forms | Safety Team only |
| Incident details | All, but only Managers can edit |
| Customer-facing fields | Visible to all, editable by internal team |