Question

How can I keep accounts on a user level instead of the whole company?

  • 27 December 2023
  • 1 reply
  • 44 views
c_kelly
Badge +1

Hello - we have a strict need to know policy at my company. We’d like to take advantage of the Accounts section but we would like it to be on a user/admin level only. Is this possible?

1 reply

helena
Userlevel 4
Badge +5

hi @c_kelly currently, contacts and accounts aren’t able to be restricted to a user or admin level. The way contacts are built is to either be shared for the whole workspace or private only to the user. It’d be helpful for you to add this request to our ideas board so our product team can see what our users’ needs are, as they regularly review these submissions!

Helena, Product Education Lead

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