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Status Unlikely to implement
Categories Account settings
Created by Nerissa Muijs
Created on Apr 4, 2024

Record level permission restrictions

What is the challenge?

Some features or initiatives are sensitive, so we would like to be able to set record level permission restrictions

What is the impact?

Anyone who might come across work that isn't being widely publicised in the org

Describe your idea

We'd like to be able to set permissions against specific records, to make them visible to a specific user set, without having to do this at the workspace level. We want to keep the workspace available, but restrict particular records.

    Apr 4, 2024

    Thank you for your idea. As noted, permissions are currently set at the workspace level. For the use case mentioned here, we would recommend keeping a separate workspace for projects or records that need not be visible for others within the workspace. Since it is possible to move records between workspaces, you could start in a more restricted workspace and then move the record once it reaches a point for more general knowledge.

    Given the option listed above and historical permissions-related feedback, we are unlikely to implement this idea at this time. We hope you can understand.

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