Within the CRM, you can now set Account Manager Restrictions. Users with restrictions can then only access records they are the Account Manager of. Please note that this feature is currently in preview and may change in the future.
To setup account manager restrictions use the global add button to create a new report.
You will then need to search for User entity, once you have found the User entity click Next in the bottom right-hand corner.
The only column that you will need in this report is the User's name, so please select this option from the list of fields. Once selected click Next in the bottom right-hand corner.
By clicking Next the report will be created & will show all of your current users within the CRM system. Click on the pencil icon for the user that you wish to setup account manager restrictions for.
A side panel will then appear for the selected user, here click on the expand icon in the top right-hand corner of the side panel.
By clicking on the expand icon the user's profile will then be opened, within here you can navigate to the Permissions page & enable the account manager restriction for this user.
