Visibility groups

Roles decide what someone can do. Visibility groups decide which records they can see. In Settings, open Users and the Visibility Groups tab. Every workspace starts with Default Company, and the plus buttons add groups beside it or below it, like a team inside a region. Open a group to set visibility for People, Opportunities, Companies and Workflows. Click People, and pick a level. Owner only shows each record to its owner, admins and the group above. Owner's visibility group opens it to everyone in the owner's group. Owner's group and sub-groups adds every group below it, and Entire company shares it with everyone. Save, and the card shows the new level. Underneath are the group's members, and you can add users right here, or pick their group when you invite them.