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Create teams and restrict record access

You can create a team in CRM and assign users to it to restrict which records they can see.

  1. Go to the Admin page.

  2. Click Team Management.

  3. Click the drop-down next to the module name.

  4. Click Create Team.

  5. Enter a Name and Description.

  6. Click Save.

  7. Click the new team name.

  8. Click Select to add users to the team.

  9. Click Save.

The basic principle is: a user can only see a record if they belong to a team assigned to that record. Admin users are exempt from this rule. For example, imagine you have two accounts: Account A (assigned to the Midlands and Sales teams) and Account B (assigned to the North East and Sales teams). A user in the Sales team only can see both accounts. A user in the Midlands team only can see Account A. A user in the North East team only can see Account B. You can also add a user to multiple teams — a user in both North East and Midlands would be able to see both accounts.

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