FAQs on User Management | Online Help - Bigin by Zoho CRM

How can I restrict sales reps from viewing other sales reps' data?

You can restrict users in the same role from viewing each others' data.

To restrict data access
  1. Go to Setup and then Users and Control and select the Roles tab.
  2. Hover over the role you want to edit and click the Edit icon.
  3. In the Edit Role page, clear the checkbox that allows users in the same role to view each others' data.



  4. Click Save.