How do I limit record visibility for specific users?

To restrict visibility and control access to records in Vtiger CRM, you can configure Sharing Rules. Follow these steps to limit who can access records:

1. Log in to the CRM account.
2. Click on your User Profile in the top right corner.
3. Go to Settings.
4. Select the User Management section.
5. Click on Sharing Rules to access the configuration settings.

Once in the Sharing Rules section, you can set up general sharing rules that apply to all users, configure record-level access, or create advanced or custom sharing rules to provide selective access based on roles, groups, and hierarchy.

To learn more about Sharing Rules, click here.