Restrict contact access

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Restrict contact access to sold products and install bases by limiting the access for associated contacts and their access levels for customer access management.

    Vorbereitungen

    Role required: One of the following roles:
    • sn_crm_foundation_admin
    • sn_crm_foundation_data_manager
    • sn_crm_account_relationship_data_manager
    • sn_customerservice_manager
    • sn_customerservice.customer_admin

    Warum und wann dieser Vorgang ausgeführt wird

    By restricting contact access, you can limit access to entities that are based on the contacts that are assigned to the sold products and install bases. You can't create duplicate account access records with the same account.

    Prozedur

    1. Navigate to All > Customer Service > Administration > Manage Account Access.
    2. Select New.
    3. On the form, fill in the fields.
      Tabelle : 1. Account Access record form
      Field Description
      Account Accounts that have restrictions for access to the sold products and install bases that are based on the associated contacts and the access level.
      Restrict Contact Access

      Access that is restricted to entities based on associated contacts.

      If the value of the field is False, the contacts that are associated with the account can read the sold products and install bases that are associated with the account.

      If the value of the field is True, the contacts that are associated with the accounts don’t get access to the sold products and install bases, unless they're added as a contact on the record or as a related party. The following contacts get access to the sold products and install bases:
      • Contacts that are associated with the sold product and install base records.
      • Contacts that are added as related parties with an Authorized Representative responsibility.
      • Contacts belonging to accounts that are added as related parties with an Authorized Account responsibility.
    4. Select Submit.