Viewing all deal names and collaborators while restricting deal record access

Smart CRM & Sales Hub CRM
1

We have our user permissions set to view/edit “their own deals” because we don’t want sales staff seeing each others deals.

Is there any possible way of allowing all users to view all deal names and deal collaborators for each deal, while keeping the user permissions as is?

I’ve tried creating a report, but realized the user permissions also apply there, so they can only see their own deal names and collaborators.

2

Hi @JFreeman2,

No - you would have to update view permissions to “View all” for the affected users for them to see the deal names / collaborators.

It’s not possible to only show parts of records at this point.

Best regards

3

Ok, thank you.