Perm Level serves as a means to limit the visibility or editability of information within a specific DocType for particular User Groups. While DocType-specific Permissions Rules allow for defining visibility or editability for each DocType, Perm Level offers the flexibility to adjust these settings for specific Sections or Fields.

Within each document, fields can be organized into “levels”, distinguished by unique numbers (e.g., 0, 1, 2, 3, etc.). Each field group is associated with a separate set of permission rules. By default, all fields are assigned to level 0.

The Perm Level (an abbreviation for Permission Level) for a field can be specified in the Customize Form section.

To grant different permissions for a particular field to different users, Perm Level can be utilized. Let’s illustrate this with an example for clarity:

Suppose the Delivery Note is accessible to both Stock Managers and Stock Users. You wish to restrict Stock Users from accessing the ‘Amount’ field in the Delivery Note, while keeping other fields visible, as they are to Stock Managers.

For all relevant fields that should not be visible, Perm Level can be set to (for instance) 2.

Stock Managers will have permission to access fields on the Delivery Note with Perm Level 2, whereas Stock Users will not have any permission for Perm Level 2 fields in the Delivery Note, as their role does not include a rule allowing them to read or write in fields with Perm Level 2.

In the same scenario, if you want a Stock User to view a field at Perm Level 2 but not edit it, the Stock User would be assigned permission only to read Perm Level 2 fields, but not to write or edit them.

Perm Levels (e.g., 1, 2, 3 or 2, 1, 3 or 3, 2, 1) do not need to follow a specific order or imply hierarchy. They are primarily used for grouping fields together and then assigning permissions to roles for that group. Therefore, any Perm Level can be set for an item, followed by permission configuration.

To modify permissions for all fields in a section, simply adjust the perm level for the section field, and the changes will be applied to all fields within the section.