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Hi,

For different reason, I give to some salesperson a Grant Portal Access.
When they log in they have access to all the sales and purchases of the company. I'm not happy with this.

I would like to let them see only the sales on the one they are named as salesperson.

Is it possible ?

How can we manage to do that ?

 Thanks,

Olga

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try to use record rule level to manage your salesperson

Best Answer

Yes, It's possible. Please goto Setting > Users and companies > Users > [Select that salesperson] > Edit > 'Show every apps access' [select only Sales > 'User Own Document only'] and others will be empty or null 

At last, Click the SAVE button.  The salesperson will be show only Sales menu.

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thank you but they are not User only Grant Portal Access User... So I can't find them in this list...

Another Idea to expolore?

Another way create record rules to control using group. Such as create salesperson group and permission what you want.

Thanks.