How to restrict record producer for service owners

manumanoj
Tera Contributor

Hi All

I have created one record which i want to give an access for users who are service owner and business owner how we can add in available for to restrict the access for other

3 REPLIES 3

Keshav07
Mega Guru

Hi @manumanoj ,

 

In the "Available For" Related List of your Record Producer Click on "New" to create a User Criteria

Keshav07_0-1716308996218.png

You can mention the roles or groups that can have access to the Record Producer in the user criteria you're creating

Keshav07_2-1716309263606.png

 

If you find this helpful, Kindly mark it as helpful.

 

Thank you!

 

If it works for you kindly accept the solution so that it would be helpful for other community members.

 

Thank you!

Hi @Keshav07 here I wrote an script i was working