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Restrict contact access

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Copper Contributor
Posts: 19
Country: USA
Accepted Solution

Restrict contact access

I'm stumped.

 

scenario

The database in question has about 2000 contacts

A new user account will soon be added to the database with manager role

The new user should only be able to view contacts with a specific ID/Status.  If the contact doesn't have the specified ID/Status it will not be visible

 

Any ideas?

 

I know how to set this up the long way by selecting the contact access tab for each user then selecting limited access but this would be quite a chore to manage considering contacts ID/Status's will change over time.  + I don't fancy manually changing thousands of contacts.

 

Any help with this would be much appreciated.

 

Thanks in advance

Richee

 

 


Accepted Solutions
Solution
Accepted by topic author Richee
4 weeks ago
Copper Contributor
Posts: 19
Country: USA

Re: Restrict contact access

never mind. 

Figured it out using smart tasks. 

 

View solution in original post


All Replies
Solution
Accepted by topic author Richee
4 weeks ago
Copper Contributor
Posts: 19
Country: USA

Re: Restrict contact access

never mind. 

Figured it out using smart tasks.