Grant visibility domains to an individual user

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • While it is possible to add visibility domains for specific users on the User form, it's best to add them only via groups. This controls permissions and access should individuals change departments or leave the company.

    시작하기 전에

    Role required: admin

    프로시저

    1. Navigate to All > User Administration > User.
    2. Select the user you want to provide with visibility domains.
    3. Add the Visibility domains related list to the form.
    4. From the Visibility Domains related list, click Edit.
    5. Select the domains whose records you want the user to see.
    6. Click Save, and then click Update.
      The Visibility domain embedded list contains the following fields.
      Field Description
      Domain Domain that is visible to the group or user.
      Inherited Domain is inherited from domain visibility or a parent domain.
      Granted By Name of the group that granted domain visibility.
      Parent visibility Name of the parent domain and used for grouping records. If the parent record is deleted, then all records with the same parent are deleted as well.