Workspace owners can use Staff Record Access to limit a team member to only the records you choose. Their role still controls which actions they can perform.
Set record access
- Open Settings and choose Roles.
- Scroll to Staff Record Access.
- Find the team member and choose Edit Record Access.
- Under Access Level, choose Only selected records.
- Pick the deals, accounts, and contacts they can see. You can select up to 100 records in each group.
- Under Sensitive Fields and Files, check anything extra they should see.
- Optionally set an Access End Date (Optional). Leave it blank for no end date.
- Enter a Reason, confirm your identity, and choose Save Record Access.
Each record is chosen on its own. Choosing a deal does not share all of its investors. Records you do not choose stay private.
To give full access back, choose Workspace access allowed by their role instead.
What the team member sees
A limited team member sees an Assigned Records page instead of the full workspace. They can search their assigned records, open them with View Record, and see any documents shared within their access.
When access ends
Team members keep their current access until an owner limits it. When limited access expires, that access ends. They do not get full workspace access back. They will see a message asking them to contact the workspace owner.
Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.
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