Within the CRM, you can now set Account Manager Restrictions. Users with restrictions can then only access records they are the Account Manager of.
Step 1: Go to the Settings Centre
Navigate to the Settings Centre by clicking on the cog icon in the bottom left-hand corner of the CRM. Please note: you will require administrator rights in order to access the Settings Centre.
Once within the Settings Centre, search for 'Configure User' in the search bar and click on the 'Click to Configure' link.
Step 2: Choose the user you wish to set restrictions for
Simply choose the CRM user that you wish to set Account Manager Restrictions for by clicking on the associated pencil icon.
Step 3: Enabling Account Manager Restrictions
Once within the CRM User's settings, navigate to the 'Permissions' page and click 'Enable' for the Account Manager Restrictions.
