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alex_legay
Helper ⭐️⭐️⭐️
March 4, 2020

Restrict CSMs to only see the accounts they are assigned

  • March 4, 2020
  • 3 replies
  • 135 views

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

darkknight
Expert ⭐️
March 4, 2020

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

Jeff Kirkpatrick
gunjanm
Expert ⭐️
March 20, 2020

I was able to accomplish this using Sharing Settings:

 

Gunjan
spencer_engel
Expert ⭐️
July 14, 2021

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