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Assigning Team Ownership to Marketing Lists

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Posted on by Tony Rutt

Hi Everyone,

The problem I am trying to solve is that we have multiple teams using our platform but for client confidentiality reasons team A shouldn't be able to see team B's marketing lists. The marketing list forms have an individual owner field, but obviously I cannot add an owning team field as well to the form.

I'm looking for suggestions as to how to lock down these separate lists.

For reference all teams have common security roles.

Thanks in advance!

Tony

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LuHao 40,892 on at

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Hi Tony,

You could assign the Marketing List to the team directly.

Click Assign button on the Marketing List.

Click Me to change it to "User or Team", then search and click Teams tab, choose a team.

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Bipin D365 28,983 Moderator on at

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Hi,

You don't need to add owing team field on form. Owner field which is OOB field has the capability to point to either user or team.

So as suggested in above post you could directly assign say Marketing list 1 to Team A and Marketing List 2 to Team B.

This way Team A will not have access to Marketing list 2 and Team B will not have knowledge of Marketing list 1.

If found helpful, Please mark my answer verified.

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LuHao 40,892 on at

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Hi partner,

Has this problem been solved?

Please click Yes under "Did this answer your question?" to close this thread.

Thanks. :)

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