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RE: Role with full Customer & SO Access, but with Restriction

Is it possible to have a role with full access to Customer & SO records, but restrict a certain segment of Customers and SO records from that same role?

Only have 1 subsidiary.  Need a role that has full access to all customers and sales orders with the exception of those that are flagged as restricted (currently searching for what that flag should be and how to restrict it on the role).

Thanks

NitroRoo Rookie Asked on March 16, 2020 in Administration.
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2 Answers

Sounds like you want to implement class restrictions. You can do the same with departments.

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Advanced Answered on March 16, 2020.
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