Can I make a tab only visible to a certain team?

I have a tab in accounts that only one of my groups need to see, can I make this visible only to them?

Parents Reply
  • As long as you only have 1 role-based layout, you should be okay because all users not belonging to that role will just see your standard layout. Where this would be problematic is if you have layouts defined for multiple roles. If a user is associated with multiple roles that each have a layout defined, there is no way to predict which layout they will see.

    In general, role security can get complex when you have multiple roles associated with a user since it applies a most-restrictive model. When you combine that factor with features like role-based layouts and dropdown lists, adhering to 1 role per user is the best way to mitigate conflicts and prescribe the user experience in all those areas. 

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