FAQ & videos

How do I restrict access to contacts so that representatives only see their assigned contacts ?

It is important to understand that a representative is a user in CentrixOne. So if the representative (user) does not have any contacts assigned to them, they will not see any contacts in your CentrixOne account.

* You must be an administrator of your CentrixOne account. *

To restrict access to contacts:

  1. Click on the “Settings” module
  2. Click on the user for whom you want to restrict access to their contacts only
  3. In the right column, uncheck the boxes “Access to all contacts” and “Access to see all users in the hierarchy”
  4. Click on the “Save” button

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