I have a tab in accounts that only one of my groups need to see, can I make this visible only to them?
I have a tab in accounts that only one of my groups need to see, can I make this visible only to them?
Hi Michelle Plutto ,
The best option to achieve this functionality would be via role-based layouts. As a best practice, I recommend each user only belongs to a single role (if any), and ideally, the group you want to grant visibility of the tab/fields to would able to be grouped into the same role so you only have to manage a unique layout for that role.
Chris
Hi Michelle Plutto ,
The best option to achieve this functionality would be via role-based layouts. As a best practice, I recommend each user only belongs to a single role (if any), and ideally, the group you want to grant visibility of the tab/fields to would able to be grouped into the same role so you only have to manage a unique layout for that role.
Chris
Yes! That's the solution.
One caution, if you set role based layouts and decide to make a change to a tab that is in all roles, you'll need to make the change in the role based layouts too...
(voice of someone that's made the mistake) :-)
Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)