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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Hello,

Can you please specify how exactly do you want to put customers and accounts in a specified group?

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Hi Team,

Kindly suggest an approach to data bind the access rights related to Dynamic folders and transfer it as a part of the package.



These dynamic folders are configured for sections both custom and out of the box (Accounts/Contacts/Activity/Leads/Opportunity)

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Hello Dharini,

Hope you're doing well.

It's not recommended to bind the access rights to the package. All system...MoreLess

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