Assigned To... ONLY to current user???

đź’¬ General Discussion
1

Hello,

Is there a setting somewhere that allows me to only allow leads/contacts that are created by a user to ONLY BE SEEN by that user? I don’t want contacts/leads that have been created to be seen by other people… Thanks in advance.

For example, if I log in as user1 and create a “Joe Smith” contact… I DO NOT WANT user2 to be able to login and see the Joe Smith contact.

2

This is set via ROLES in ADMINISTRATION section. You can assign whether a contact (or any other object from other modules) can be viewed, deleted or edited (etc.) by an owner or a group member or by anyone. Roles in turn are assigned using groups.

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