Turn individual contacts/accounts privately

Hi all

Is there a possibility to turn just individual contacts or accounts privately?

Cause I can turn the whole module on not visible on the role management. But it would help me a lot to turn just a few contacts privately.

I tried to create a workflow, but without success.

With regards

You could create a Security Group & Role that has View/Edit/Delete on the value “Group” for Accounts / Contacts

Then, on the Contact that you want to be private, select this newly created security group.

Then, users in this Group / Role will only be able to view these select Accounts / Contacts.

(However, you may want to keep in mind that any users NOT in a group/role will still be able to view ALL Accounts / Contacts, so you may want to create a few groups to cover all users)

1 Like

Thanks a lot John, that works for me.