We're setting up access rights in our system and the contacts under "Our Company" are being assigned the access right of "all employees". How can we prevent all of our users from seeing the "Our company" account and contacts under that account? We are using record permissions for each organizational role to only see accounts and contacts within that role, but we want users to see all accounts under the organizational role of "all employees" with the exception of "our company".
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Hello Teresa,
If there is a need to restrict access to one specific record you can delete the access rights for this record directly on this record page with a help of "Set up access rights" option. Still the record will be available for the system administrators.
If you need to change the access rights for the contact records connected to this account, it can be done with a hep of custom business process that will read all the contact records where the Account = the_needed_account_record and with a help of "Change access rights" business element will delete or grant needed access permissions.
I'd also suggest to test the solution first on test- or dev- site before applying it in the production site.
Best regards,
Anastasiia