Tuesday, January 1, 2019

Setup Contact Record Restrictions

The 'Employee Restrictions' option in the role setup page also includes Contact records (Setup > Users/Roles > Manage Roles > Edit/Customize 'Full Access license' role > Main section). 

If employee restrictions are set to 'Own and Subordinates Only', then users will only be able to access contact records that are associated with customers that they are a sales rep of.

If employee restrictions are set to 'Own, Subordinates and Unassigned', then users will only be able to access contacts of their customers and standalone contacts.

If employee restrictions are set to 'None – No Default', then users will have access to all public contacts.

Note: Contacts that are marked off as 'Private' can only be viewed by the person that entered the contact record.

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