Create a Sensitive Record based on Teams

A Sensitive Record is a record that limits access to users depending on the following

  • Users with Access
  • Teams with Access

This is only available if the Teams Module is installed and linked to the module for the record you want to limit access to.

The Team module is not automatically installed in your database you would need to request it.

Instructions

Step 1:   Log into your CRM database (refer to Logging On for further information).

Step 2:   Search for the record that you want to allocate as Sensitive.

Step 3:   Open the record in edit mode.

Click on Sensitive record

Step 4:   Allocate who has access to the record.

Select the Team

Select the user

Step 5:   Save the record

If you are are a member of a Team given access or a User with Access you will see this message at the top of the record and will have access to record

If you are not a member of a Team given access or a User with Access you will see this message at the top of the record and you will have no access to the record.

You will need to get a User with the Manager Role in the database to give you access to the record.

Further Information

For further information, refer to the following articles:

Record level access permission

Updated on May 27, 2024

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