Role

Hi Alexandra,

You can use roles and data access to determine which records users are able to see. You can find more info on creating roles here. The key piece for restricting contacts is whether or not Data Access is enabled within that role. If Data Access is checked, then everyone within that role will be able to see who/what is owned by others in that role, but not those in other roles. If Data Access is unchecked, then each user can only see the assets and records that they are the owner of. 

You can find the Data Access checkbox at the top of the screen when editing a role. 

Thanks!

Jana

Thanks for the help!