Teams (Record Level Access Permissions)

These articles describe the use of the Record Level Access Permissions functionality, or Teams. The functionality allows particular records to be restricted to be accessed only by members or particular teams.

Record level access permission

Some organisations require a more granular level of security across their client records. The Record Level Access Permission (RLAP) feature...
Add a User to a Team

The Record Level Access Permission (RLAP) feature allows restricting records in the system to be only visible to certain users...
Remove a User from a Team

The Record Level Access Permission (RLAP) feature allows restricting records in the system to be only visible to certain users...