I think it would be very beneficial to have permissions on UI views in the customers tab.
For example, a CSM can only see the UI views they have permission to but management can see all CSM views.
Customer Tab View Permissions
CS Rules & Permissions
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Could we consider replacing UI views with dashboards, and then combine that with dashboard permissions? There are some gaps of course, but I made a few posts on how to recreate here.
Thanks,
Manu
It would probably work for a company with a few CSMs but in the case I was working, the customer had around 30 CSMs so that would be a lot of work. If we could somehow add permissions to UI views on the customers tab it would be much easier to set up in the filters with a lot less work.
Thanks,
Alex
Just so I understand fully: Where do you think additional effort is required, given that reports also support current user filtering? I do acknowledge that we'd have to create additional summary widgets and add to layouts. Anything else I'm missing?
Thanks,
Manu