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(OfficeClip CRM) How can you restrict your users to see Accounts for a particular state?
#1 · January 17, 2020, 12:32 pm
I got this question from a customer today, here is how to do it:
- Go to Settings > Organizational Settings > Access Defaults and make the Account Read Only
- Go to Settings > Role Privileges > Manage Role Privilege, create a new role and then add users to the roles you want to restrict.
- Go to CRM > Accounts > Admin > Rules and create a rule that states: If the Contact belongs to the State 'insert state here' then give read, write, append and delete access to the user of the role you created in the previous step.
Note: If you are editing a rule or applying rules to existing accounts, you must Run the Rule in Step 3 in order for the rule to be effective.
Note: This procedure is same for providing user access to OfficeClip Contacts.
