In this article, you will learn how to assign any user to view only records that pertain to a specific treatment program in your CRM. This will prevent them from being able to view any other records associated with any other treatment program.
Compatible module for this feature:
Leads
Accounts
Intake Opportunities
VOBs
Instructions
Go to Settings → Manage Users → Select the user you would like to edit
In the User Login & Role block, click on the Edit pencil. Next, click on the Treatment program field.
Select the Treatment program(s) you would like the user to have access to and click on the blue check.
Tip: If you are creating a new user this feature will be available upon user creation. Here is an example
After making edits to this user, scroll to the bottom of the page and click "save.”
If you would like this user to not be able to View any records in Leads, Accounts, Opportunities, Vobs please make sure that your Treatment program fields are not hidden. For information on Reactivating Treatment program fields please access ( How to Hide and Reactivate Active and Inactive fields.)