Control Who Sees What
  • 15 Jan 2021
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Control Who Sees What

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

We suggest you set up 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 in order to prove that unauthorized access to a record is properly restricted.

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