You can restrict the visibility of records (Accounts, Contacts, Deals, etc.) for individual users. There are two ways to do this. The easier way is to set the Record Visibility for the user. If the situation requires a more complex solution, you should use Security Levels, which you will learn more about in this article.
The record visibility is set by the account Administrator for other users. He can choose between three options:
1. User can see records from all users (set as the default option)
2. User can see only their own records
3. User can see their own records and records from the following users
Record visibility settings
To set the record Visibility, you first need to go to Settings.
Then click on User Administration in the left menu and select the user whose records visibility settings you want to change.
Go to User Authorization.
Select whether the user should see only their own records, records from all users, or records from selected users. Confirm the settings by saving.
Important: Visibility settings do not apply to Products. Products do not have an owner and are always visible to all users. Users with the Certain restrictions and Readonly roles do not have permission to create Products and do not see the costs.
Checking record visibility
If you're not sure if a specific user can see a record, you can always check. On the detailed record card, (e.g., Account), just click on the three dots » Security.
In the Record visibility drop-down list, select a user and find out if they can see the record or not.