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...