Limit Saleperson access to only their customers

We have a couple of salespeople who are contracted out. We only want them to see the customers that they manager and not be able to export/download any data from our Breww account.

It would be great to have 2 options in user group permission sets where the default is that export is not enabled. You must have the option “Export Enabled” to export any data from Breww, and “Can only see their Customers” which could be filtered by using the salesperson assigned to those customers?

1 Like

Would find it very useful to have the Sales people limited to only their orders.