Limit Access to entire Accounts, not just Account Updates
AnsweredIt would be good to control overall account access in the Permissions settings, not just limiting it to account updates. I think this becomes much more important when dealing with Federal accounts.
I would also think there could be additional options here:
Everyone in Account Assignment + Those Above in Hierarchy
Everyone in Account Assignment + Those Above in Hierarchy + Team Admins
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Latimer thanks a lot for posting this!
For reducing visibility to certain accounts such as Federal Accounts you can "exclude" them from other teams in the SuccessTeam account set criteria and create a separate SuccessTeam to just handle visibility to Federal accounts to the right people you add to the team..
Our Permissions are "action" permissions ie they control what actions user can take or not take.. The "record" level filtering is managed by SuccessTeam account criteria and the "Extended Scope" criteria you define while creating the SuccessTeam.
Your suggestion for managers is spot on. I think we can certainly derive permissions for users who are managers above the current user.. We don't do that today.. I agree it is the right approach.
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Thanks, Vijay. I think that excluding them from the team is certainly one approach, but fed customers was just an example. We'd like to be able to ensure that an account owner can't find information about accounts they're not associated with. Our admins have locked our CRM down in a similar fashion and they'll eventually want to do the same for Totango.
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