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Hi there,

This might be a simple question, but I'm new to Airtable so decided to bring it to the experts.

I'm building a CRM for team use. I have a masterview to the CRM and can see all people and associated companies. That said, I only want my team members to be able to see the companies/contacts I tag their name on. 

To do this, I've tagged each contact I want to be associated with a team member with that team member's name, and then created different views for each team member.

For example, let's say I have a company; Colgate, and a team member I've assigned to Colgate on my sales team; John. I would just tag John in a field I've created "Assigned to", and then create a separate view and group all of the companies John is tagged on.

Here's my question – how do I make the view private so ONLY John and I can see John's tagged companies? 

You can't on the backend. An option is to use an Interface, give them access (only) there and use the Interface Designer permissions system.


You can't on the backend. An option is to use an Interface, give them access (only) there and use the Interface Designer permissions system.


Thanks!

Will try this out.


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