Limit User Visibility to only Assigned Contacts

If you need to simplify a user’s visibility in the hub, follow these steps to restrict their access to only assigned data:

• Access the User Profile:
  • Go to the settings tab of the sub-account.
  • Navigate to the “My Staff” page.
  • Select the user and edit their profile.
• Modify Permissions:
  • Scroll to the permissions tab.
  • Toggle the “Only Assigned Data” option to ON.
    • This will limit the user’s visibility to only data assigned to them.
    • Note: This restricts access to unassigned data, such as applicants without scheduled interviews.
• Test and Save:
  • Save the profile after toggling the permission.
  • Important: Test the changes by logging in as the user to ensure no critical data is inaccessible.
• Alternative Methods:
  • Use color-coded calendars to manage visibility without restricting access.
  • Ensure the user understands the color-coding scheme for different data types.
• Caution:
  • Be careful when toggling permissions as it can significantly alter the user’s view.
  • Always test the changes to confirm everything functions as expected.