Security: Manage Users Ability To See Other Actions on Analyze Tab

Please create a way (similar to the "change fundraiser" drop-down in workplace) that allows us to limit the view of other team member actions. Right now our users either see the actions tab and can see all of our users or actions or we have to remove the actions tab all together. I would like to be able to manage who see's who's actions in the actions tab. I would like to set it up so that everyone can see their own actions only in this dashboard, but managers are able to also see their direct report actions. I do not want to have everyone have the ability to look at everyone else's actions, calls and notes in the Analyze Actions tab. I don't care if they have to look up individual records to read actions on the records, but I want to limit the ability to view actions by others in the Analyze Actions tab. 

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  • May 17 2018
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