Limit access to customers in mobile app

  • 29 September 2023
  • 1 reply

Userlevel 4
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We set up Customer Access groups so that salespeople can only see their own. This works and limits access to Opportunities related to their customers, for example. 

But in the mobile app they can still see all Opportunities. Can the security be extended to mobile or is there some other way?

I’ve looked for documentation on this without success. Thanks in advance for any help. 


Best answer by jhouser 31 January 2024, 22:29

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Userlevel 4
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False alarm, the security was actually working in mobile. 


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