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(OfficeClip CRM) How can you restrict your users to see Accounts for a particular state?
Rank: Administration Groups: Registered, Developer, Administrators Posts: 254 Location: Atlanta, GA
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I got this question from a customer today, here is how to do it: 1. Go to Settings > Organizational Settings > Access Defaults and make the Account Read Only 2. Go to Settings > Role Privileges > Manage Role Privilege, create a new role and then add users to the roles you want to restrict. 3. Go to CRM > Accounts > Admin > Rules and create a rule that states: If the Contact belongs to the State 'insert state here' then give read, write, append and delete access to the user of the role you created in the previous step. Note: If you are editing a rule or applying rules to existing accounts, you must Run the Rule in Step 3 in order for the rule to be effective. Note: This procedure is same for providing user access to OfficeClip Contacts. Edited by user Tuesday, March 11, 2014 12:42:20 PM(UTC)
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OfficeClip Forums
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Customer Corner
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Good Practices (How To's)
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(OfficeClip CRM) How can you restrict your users to see Accounts for a particular state?
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