Workaround Available

Restrict CSMs to only see the accounts they are assigned

  • 4 March 2020
  • 3 replies
  • 74 views

Userlevel 7
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A request came through in support to restrict CSMs in a way that only see the accounts they are assigned to in both the C360s as well as reporting and dashboards.

 

I know the latter can be accomplished through various filtering but this request goes beyond that to C360s. As far as I can tell through testing, there is no way to accomplish this.


3 replies

Userlevel 7
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Here’s a tutorial I put together to solve this use case: 

 

Userlevel 7
Badge +3

I was able to accomplish this using Sharing Settings:

 

Userlevel 7
Badge +2

I assume someone has security concerns, but how would they expect to have someone cover for another CSM when necessary?

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