Control Who Sees What
  • 07 Aug 2020
  • 1 Minute To Read
  • Contributors
  • Print
  • Share
  • Dark
    Light

Control Who Sees What

  • Print
  • Share
  • Dark
    Light

InvestGlass is a flexible CRM. It provides a fully customizable access to data. You can build your own sharing design to expose the right information to the right company colleague or client.

We suggest you to setup Who Sees What with the following process setup.

  1. Create roles
  2. Create custom fields
  3. Set roles access to pages, buttons
  4. Set record visibility with visibility tags.

Once you have done that, certification tools will help you to monitor record access to prove that an unauthorized access to a record is properly restricted.

Was This Article Helpful?