Segment access to records by team, client, or department

Visibility groups control which users can view or edit specific records. This allows your team to work in the same workspace while keeping sensitive information protected.

How they work:

• Assign one or more visibility groups to a record when it’s created or edited

• Only users in those groups can view or modify that record

• Visibility applies across all entity types (People, Companies, Opportunities, etc.)
  
  

This is especially useful for:

• Managing multiple clients within one workspace

• Isolating internal data by department (e.g., Sales vs. Support)
  
  

To manage visibility groups:

• Go to Settings → Workspace → Visibility

• Create and name groups like Marketing, Client A, or Leadership

• Assign users to appropriate groups
  
  

Tips:

• Use intuitive names so teams know what they belong to

• Combine with user roles for layered access control
  
  

Periodically audit group memberships to prevent unauthorized access.