How do I let a colleague see only their own customers?
In HelloTeam a colleague's record scope can be set to their own records only. Lists, search, reports, exports and the AI assistant all keep to it; unassigned records stay visible to everyone.
Updated:
The layers of access
- Role: what someone may do (issue invoices but not see the pipeline, for example).
- Module and pipeline access: which modules they may open.
- Record scope: only their own customers, companies, deals and tasks.
- Optional sharing of one record with a colleague or team.
Questions
Does an administrator see everything?
Yes: the owner and administrators always see every record.