how to set permission level for sales users to limit access to customer

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Mike Jones

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Sep 25, 2014, 9:05:57 AM9/25/14
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Hi want to be able to set up some permissions somehow so that our low level sales guys can only access customer accounts that are in some way assigned to them (and also only see report data related to the same)

Does anyone know how this might be achieved?

Thanks

Mike

Anand Doshi

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Sep 25, 2014, 11:20:17 AM9/25/14
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go to Setup / User Permissions and add specific Customers against Users. 

-anand. 

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