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Our sales team creates customer activities in Acumatica, including tasks and emails. I would like to know if there is a way to set up security controls for the visibility of tasks and emails assigned to others or different departments. This applies specifically to the activities tab within customer profiles and GI reports. Note that each salesperson uses their personal email account.

Hello ​@Pinny

Please check the following KB which might help you with this.

 


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