Restrict users to subset of customers
I'm wondering is there a way to restrict users to a subset of the entire customer list.
For example, to restrict sales users to viewing only customers who they deal with in their region; for confidentiality reasons.
Is there any simple way to do this?
Thank you in advance,
Former Member replied
I did not say it is not possible through SDK. It is 100% possible using SDK as the Tab event (when the users tabs to select the customer) can be tracked and only selected customers can be listed.
Also, there is an Addon called Usability Package which has a lot of other functionalities too but using that the restricting the user would be possible.