Salesforce

Messenger: Link Users to Groups

« Go Back
Article Details
Instructions to limit the contacts that a user can see.
Information

Scope

Steps to restrict users to only see contacts who belong to certain groups.

Instructions

  1. Go to Tools > Users > Manage Users.

  2. Find the user > Actions.

  3. Select Link User to Group.

  1. Select the Group Type that you want the user to have access to.

  1. Select the Group Name > Add.

  1. Repeat the process until all the relevant groups have been added > Close.

  2. The user will now only be able to see contacts who belong to those groups.

Properties
Messenger: Link Users to Groups
Messenger-Link-Users-to-Groups
28/02/2024 18:25
02/03/2024 04:20

Powered by