Hello,

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

Hey @malika, the plan is to create  a separate section in our database for the our accounts that need to be managed by this role

Edouard,

To achieve this setup—granting a user access to basic platform features while limiting visibility to only a specific group of customers—you can configure object permissions by system operations in Creatio.

Here’s a general outline of how you can do this:

Create a role for the user that includes access to the required basic features.

Use object operation permissions to restrict access to the “Account” and “Contact” objects.

Within those objects, configure record-level permissions so that the user role only has access to a defined group of customers/accounts.

You can achieve this by assigning access rights to specific records or groups (e.g., based on an attribute like owner, category, or tag).

You can follow the detailed steps in this article:
👉 Object permissions by system operations – Creatio Academy

Hope this helps!