Is there a role permission so they can view some vendor records but not a restricted vendor record?
I imagine that it would include a combination of a role permission setting as well as a setting on the vendor records. My client would like to set a limited number of vendors to only be seen by their executive team.
Thanks
You can achieve this request by adding a custom field at vendor entity that will use as indicator.
Then:
-
- Create saved search of vendors without this indicator and restrict it to any role/s you would like.
- Create a workflow that return user error for specific roles (before record load) once viewing/entering to a vendor with this indicator marked.