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