Pretty sure Global Filters (at least on dashboards) will solve that issue for you. Unfortunately that field would need to be added for each individual report if it was viewed outside of that dashboard, from my understanding. ​@kstim, does that track?

I have set up rules, both under Rules and Team administration. Nothing stops another user from searching or opening a C360 for a client they shouldn’t be able to.

Global Filters will only stop if from showing on a report/dashboard; they will still be able to search and access the Customer record.

I am opening a support ticket to see if someone can help here. The use case follows the Support documentation, but the feature doesn’t seem to be respdonding.

https://support.gainsight.com/gainsight_nxt/01Onboarding_and_Implementation/Onboarding_for_Gainsight_NXT/Login_and_Permissions/Teams#Company_Data_Permissions

​@jschwegler We use Data Permissions and user groups to accomplish this. Basically, we have a rule that loads a value to accounts depending on our lockdown criteria and then that field is being used in the data permission and user groups to only allow certain individuals to view certain accounts. This means that those who aren’t added to the user group can’t even search for the account in the search bar, let alone see any information on that account.

Thanks for the confirm @kstim! I am opening a ticket to see why my configuration isn’t working.

Thanks! This is actually exactly what I am after ​@kstim, I already have a field value at Company that I want to key off of, I’m just having some difficultly on how to define that inside of Data Permissons.

​@jschwegler First you will need to create some Sharing Groups (Data Permissions > Sharing Groups). They allow you to define and add specific groups of users who can gain access to client accounts. 

Once you have Sharing Groups created, you’ll want to build a rule that keys off of your custom permission field you’re referring to from the company object. The rule would ideally pull in the required data and load to your custom field depending on the necessary criteria.  

Then, you’d build out sharing rules (Data Permissions > Company > Rule based) that will dynamically assign access to specific accounts based on your Sharing Groups and your custom permission field.

For example, if I have a Sharing Group created for all clients in the “Commercial” segment, and our custom permission field is “Commercial”, the rule would say: Users meeting the following criteria “User Group in “Commercial” get access to the records where [custom permission field] in Commercial.

I hope that makes sense and helps a little!

Thank you for the extra information!