Control access to account records
Account permission sets allow Catalyst admins to control which accounts their teams can access. Simply set up reusable permission sets for purposes of granting users access to varying subsets of accounts:
- Segment accounts by filtering their associated objects and data.
- Choose named user(s) or group(s) to apply the permission set.
These permissions are applied consistently across the platform, ensuring seamless integration with your workflows.
This feature provides compliance, increased data security, and reduced risk by ensuring certain customer information is limited to authorized users. Learn more ➡
This feature is available as a premium add-on. Contact your CSM or Support for more information.