topic Restricting Access in Starter Edition in Tips, Tricks & Best Practices

Restricting Access in Starter Edition

amk0919 — Thu, 08 Aug 2024 21:46:29 GMT

Hi-

I have two users, A and B.

User A can have free reign to see any information within the system.

Is there any way that I can restrict certain information from User B?

Example: User A had a conversation with someone. User B should be able to see all of the information about that same someone, and add/view other interactions, but this specific conversation with User A should not be visible to User B.

We are using Starter edition, so cannot utilize the team function.

Is there any way to make this happen?

Thanks!

Re: Restricting Access in Starter Edition

Jnix284 — Thu, 08 Aug 2024 23:11:33 GMT

@amk0919 happy to help with your question about user permissions with starter.

The good news is that you don't need Teams to configure the permissions, you just need to choose "start from scratch" and build out the permissions manually:

You'll expand "choose permissions" to go through all of the choices.

You can start by defining what they can View, Edit, and Delete for different Objects, for example Contacts:

You'll set this for all Object types (Contacts, Companies, Deals, Tickets)

Then you can define what activites they can View, this applies to all Object types:

If you limit CRM emails to "CRM emails they own" then User B wouldn't see emails sent by User A.

That means if there is an email on the Contact and Deal record created by User A, User B wouldn't see it on either record even if they have access to view all Deals but not all Contacts, etc.

I'm happy to help if you run into questions while updating the permissions.

Re: Restricting Access in Starter Edition

amk0919 — Mon, 12 Aug 2024 15:34:40 GMT

This should get me what I need, thank you so much!

Re: Restricting Access in Starter Edition

Jnix284 — Tue, 13 Aug 2024 00:02:36 GMT

you're welcome @amk0919, happy to help!