how to setup limit access to accounts and contacts per user- or user group
15:43 May 22, 2025
Hi there, here is a question I am not sure on how to set it up.
I want to add a user to our platform that can work with all the basic features but has limited access to our entire customer database. This means, he/she can only see the accounts and customers we put in a specified group.
How do I set this up? Or is there an example somewhere i can follow?
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