Tech Tip – How to hide Laserfiche index fields from certain users

Field security in Laserfiche is typically used to hide sensitive information.  But, it can facilitate a better user experience by hiding fields that don’t matter to certain users.

Fields shown in templates will vary based on the logged-in user’s field security rights. Users only see information they are allowed to see and other information is hidden. This not only secures information; it prevents users from entering values in fields that don’t apply to them.

In the example below, the Loan Application template contains general fields that all users would need to see, such as “Client Name” and “Phone Number,” and some fields that only a few select users would need assess to, like “Social Security Number” and “Credit Score,” .  The template also contains the “Date Approved” and “Approved By” fields that are only applicable to users involved in the approval business process.

laserfiche index fields

General User View





laserfiche index values displayed

Qualified User View


Step by step instructions on how configure this can be found here:

Author: Larry Phelps
My passion is helping organizations like yours become more efficient and effective using Laserfiche enterprise content management system, your paperless solution. I have been a Laserfiche consultant for over 30 years. I have worked with Community Action agencies and non-profits for nearly 20 years helping them go paperless and increase staff productivity. I have a strong background in IT, having owned two IT Consulting firms. And also have over 10 years of experience in Cloud Computing and hosting Laserfiche in the cloud.