Q: What’s the difference between roles and visibility groups?

A: Roles define what users can do (e.g. edit settings, manage users), while visibility groups define what data users can see.

Q: Can I restrict a user to only see records from one team or client?

A: Yes. Use visibility groups to ensure users only access records relevant to their role or project.

Q: Who can manage user roles and visibility settings?

A: Only Admins have permission to assign roles and configure visibility groups.

Q: Can a user belong to multiple visibility groups?

A: Yes. A user can be part of multiple groups, which allows access to a broader range of records.

Q: Is it possible to hide specific fields from certain users?

A: Not currently. Visibility settings apply to records, not individual fields.