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Claire FieldClaire Field 

Permission to change account record type

I have a user who needs to be able to change Account Record Types. I have created a permission set for them that gives them edit access to the object and to the record types they can change the account to. However, because the Account Record Type field is read only on the page layout their profile is assigned to, they are still unable to edit the record type. 

How can I give them access to change the record type without having to change the page layout?
Best Answer chosen by Claire Field
Barry GreenleesBarry Greenlees
Hi Claire,

If you have assigned them a permission set, then look for a permission called "Edit read only fields" this will allow the user to edit fields that are set to read only

All Answers

Barry GreenleesBarry Greenlees
Hi Claire,

If you have assigned them a permission set, then look for a permission called "Edit read only fields" this will allow the user to edit fields that are set to read only
This was selected as the best answer
Jake HebertJake Hebert

Hi Claire,

Depending on your appitite for page layout maintenance, you could give them a different profile instead of a permisison set and have a 2nd page layout which is assigned to the profile you create/switch this person to.

That's probably more overhead than you want though.

Are you on Classic or Lightning?

CZ CazzollaCZ Cazzolla
There is also another solution...especially if you do not want to give a User the "Edit Read-only Fields" permission...this is a dangerous permission to have...many managed packages have fields that are updated by triggers and should not be edited...the User will not know this since ALL read-only fields will just appear as editble to them.

The solution I setled on was to create a "proxy" Record Type Field. This field is a picklist where the values are the Record Types. This field CAN be granted permission to view and/or edit via a permission set.

I also created a process builder component on my "master" process for that object where it evaluates if that field has been changed and if, so sets the actual Record Type field to the selected value.

Another benefit of this appraoch is...if there is some reason that certain record types should not be allowed to change to certain other record types (because of other automations that might get bypassed etc) you can filter the picklist values for the proxy Record Type based on the value of the actual Record Type.

Hope this is helpful!
Claire FieldClaire Field
@CZ - That is a GREAT workaround! Thanks for sharing!