I have different locations or sales areas. How do I separate the data so Group A sees only Group A relevant information?

In a case of different departments or sales regions, you may want to keep all of your data separate so the data is getting mixed up. To do this, you would use a combination of user groups and privacy settings.

I'll use an example of 2 sales teams, one in Illinois and the other in Colorado. 

You first need to create your User Groups. 

Create all of the groups you need, and then you need to make data private. You can do this as you are importing or if everything is already in the system, you can bulk update the permissions. When you make something private, make sure you use the dropdown menu and select the group. 

As long as the team is just users, they will not see the data for the other groups. 

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us