Restrict Views in View Drop Down RRS feed

  • Question

  • hi,

    i have 5 views for contact entity , i want to disply 3 views for one user and 2 views for another user, so

    please tell me how to rextict the views to display in view drop down.



    Prakash visanagiri
    Monday, November 15, 2010 10:11 AM

All replies

  • You can't hide the builtin view. but the custom views or saved views are user owned. if you share these saved views with other users they can see them otherwise they can't.


    I hope it helps.

    Amreek singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com
    • Proposed as answer by Amreek Singh Tuesday, August 23, 2011 5:10 AM
    Monday, November 15, 2010 11:54 AM
  • Hi Amreek,

    thanks for your reply,

    here i want to restict for the Business unit, so can you please tell me how to do it




    Prakash visanagiri
    Monday, November 15, 2010 12:38 PM
  • You restrict access to records and 'Views' through the security roles of the Users in the Business Unit.  If you don't want users to see certain records then you need to adjust their security roles.  It does not work to allow users access to records yet not allow then access to views that contain those records.

    Go into the security role for the User that you want to restrict access and remove the Read role for the entity you want to restrict.  Please see this article for more information about Security Roles.

    Regards, Donna

    Monday, November 15, 2010 5:12 PM