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limit what customers a user can see

  • March 17, 2021
  • 2 replies
  • 117 views

krestensb
Sidekick (Customer)
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Hi,

Is there a way to limit what customers a user can see?

I would like for specific users to limit them so they can only see a group of customers.

Do you know if that can be done with configurations?

BR Kresten

Best answer by Annjse

Hi Kresten,

With crm access you can limit the access to customers for specific users. Maybe that is a possible solution?

BR Anna

This topic has been closed for replies.

2 replies

Annjse
Hero (Employee)
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  • Hero (Employee)
  • Answer
  • March 17, 2021

Hi Kresten,

With crm access you can limit the access to customers for specific users. Maybe that is a possible solution?

BR Anna


krestensb
Sidekick (Customer)
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  • Author
  • Sidekick (Customer)
  • March 18, 2021

Thanks.
I’ll take a look at that.

BR Kresten