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Configure Account Manager Restrictions
Configure Account Manager Restrictions

This article outlines how to restrict users to only be able to access the records of customers that they manage.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

By setting Account Manager restrictions, users can then only access records they're the Account Manager of.


  • You'll need CRM Admin rights in order to follow the steps in this article

Step 1: Go to Settings Centre

Go to the Settings Centre by clicking on System Settings in the navigation menu. Once within the Settings Centre, search for 'Configure User' in the search bar then click on the 'Click to Configure' link.

Step 2: Choose User

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.

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