When you create a new role, set the permissions on the Set role access page to be "None" under the Change and Delete columns. Under the Access column, you can determine which items users with this role can view.
Articles in this section
- What happens to mass emails when you have two account managers, and use the account manager tag as the sender?
- When should I sync status between company and contact?
- How do automatic MQL rules work?
- How do we find customers assigned to an account manager who has left the company?
- How do I remove users from our filters?
- Why can't I find a filter my colleague uses?
- Why can't my colleagues see all my activities?
- Why do I get an error when trying to move a sale/opportunity between users?
- Why can't I see/edit an appointment created by someone else?
- How can I give users read-only permissions?