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Topics#Sales And MarketingAnnmarie Young's Question
Annmarie Young asked in #Sales And Marketing
Jul 26, 2012, 2:24 PM

How do we set so that only administrators see all clients

we currently have 4 people assinged so they can see all clients and finanical advisors, but Bill should not be seeing Thomas and sure or anyone else.  Can you help us or tell me how to setup so that only the administrators see all clients in CRM?

 

AnnMarie Young

 

502-638-4846
4 answers
  1. Aaron DeRan (Sogeti USA)
    Jul 26, 2012, 2:34 PM
    I am making the assumption that by Client you are referring to Accounts.

     

    What is your Org Wide Default for Accounts? It should be Private. Now, keep in mind this means that while users with the same Role will not see each others Accounts, users with Roles above them will be able to see them (manager can see rep's Accounts but other rep cannot see rep's Accounts).

     

    System Administrators are always going to see everything.
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