Teams (Record Level Access Permissions)
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...