Data Visibility: How do you Restrict or Visible your main Account data into Sub-user and Sub-account?

  1. Overview
  2. Pro Max CRM
  3. My Account
  4. Data Visibility: How do you Restrict or Visible your main Account data into Sub-user and Sub-account?
  1. First, you have to click on the Settings tab from the left side, Click on the Roles from your top address bar and then click on the specific Role which you want to edit. Click on pencil button to edit this Role.

  1. All Data: If you enable All, The user under this Role sees all data including the main account. Owned: Only show him his Data.

  1. Save your setting your process is complete.
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