Feb 14, 2023 08:36 AM
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?
Feb 14, 2023 09:30 AM
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.
Feb 14, 2023 11:57 AM
Thanks!
Will try this out.