Configuring field restrictions based on roles can be easily accomplished using Perm Level, a feature commonly utilized by many organizations. To establish a Perm Level, navigate to the respective form and customize it accordingly.

Let’s consider a scenario where an organization wishes to prevent its Employees (specifically Accounts Users) from editing the Rate field when creating a Sales Invoice. This can be achieved by making the Item Rate field read-only.

1. To implement this, access Customize Form, select the DocType as Sales Invoice Item, locate the Item Rate field, and expand its settings.
2. Look for the Perm Level option, input the desired number (0, 1, 2, 3, etc.), and save the changes.
3. After saving, proceed to Role Permission Manager, click on ‘Add a New Rule’, and select the Document Type along with the respective Role (in this case, Accounts User). Set the Perm Level as 2 and grant Read access to the Employee.
4. Upon completion, observe in the Sales Invoice that the User is now only able to read the Item Rate field, which will be automatically populated from the Price List.

To know more about Perm Level, click here.