As an admin of My company's CRM, I want to set up my users such that they can't see each other leads and opportunities plus the accounts and contacts included. How do I do it?
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Hi Eric,
Provide user level read access on lead to the sales person security role. This will restrict them to read leads created by other people.
I want me as the admin plus the company managers to be the ones who can view the information in totality but for the sales, persons to only see the leads they key in for each individual.
Simply I want a sales person not to see the other sales person leads
Hi Eric
Your answer is security roles. There is a great article which describes this in details for you by Powerobjects: crmbook.powerobjects.com/.../security-roles
This is all out of the box functionality. Remember to copy and test your new security roles before applying them to your production users.
If you found my response helpful, please mark “Yes” to confirm it helped you.
tune they security roles in order to allow to see only their own leads/opportunities/accounts/contacts.
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