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overpb42

Security Policy: View all leads/opps but hide person and companies

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In our current setup we had a base setting for all our users due to having a small internal team, a simple security profile for their home territory was all that was needed to get them to view what they needed. Now we are adding some outside consultants and wish to restrict their searching capabilities. 

Within the user settings I can restrict them to only "My CRM" and lock them only to their own lists, however they still have access to the "Find" options to search on every person, company and opportunity within the CRM.  Adjusting the "view" settings within the security profile they are assigned to for Persons and Companies  removes the Find/search options however the leads and opportunities disappear from their "My CRM" despite being assigned to them.

Is there a better way to restrict Find?  Or do I need to start getting a bit more complicated by working in things like new territories.

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  • 0 in reply to Guy Cecil

    Kind of yes.  The end goal is for the user to only see their Leads and Opps, which we have somewhat working by removing Team CRM access and only making their own lists visible.

    However they can still see everything under the "Find" and search options.  I adjusted the security policy for "Persons" and "Companies" so they cannot view them, which in turn removes the find however their Leads and Opps vanish when doing so.

  • 0 in reply to overpb42

    Ypu used to be able to remove the Find functionality from certain users by adding a SQL clause to the Find entry in the system menu.  I don't know if that would work with the new theme though.

  • +1 in reply to Guy Cecil
    verified answer

    This does sill work, I use it often for different things and this is what I would recommend. Either in the SQL Clause put in user_userid NOT IN (1,2,3) etc. 

    Or for something neater create a custom checkbox (e.g. user_hide) on the user screens 'Hide Find' and then you can tick this for certain users and in the SQL Clause put in user_hide IS NULL 

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