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Is there a way to keep certain users from seeing some records in a database

I have a database with all our Account information, and I have a sales team who is in charge of the Accounts they sold.

Is there a way to limit the records a sales person can see in the database.

I only want the sales person who sold the account to see his or her account records, and not the other sales people.

 

Joe

2 replies

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    • Brendon.1
    • 3 yrs ago
    • Reported - view

    Yes, I would like to do the same.

    Not too sure if you found your answer given the time period.

    The only way I can think of at this point is to make spereate sales table for each sales person. Just makes it much more tedious if you as the buisness owner want to see an overall picture.

     

    Cheers,

    Brendon

    • John_Halls
    • 3 yrs ago
    • Reported - view

    Hi Joe and Brendon

     

    Yes this is achieved by going to the table you need to scope. Use the Readable if function on the left hand side. You can put in there things like 'Created by' = user() to only show the records I have created or, if you add a field of type User called Salesman, Salesman = user() to only show that salesman's accounts.

     

    Regards John

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