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Restrict who can see a record

Hide a single record from everyone except the roles you choose, for example a salary record or a confidential deal. You need permission to manage the model's records.

  1. Open the record.
  2. In its Access section, select the roles that should see it.
  3. Click Save access.

The record disappears, not even listed, for anyone without one of those roles. Admins always see every record.

To open it back up, clear every role and click Save access. A record with no roles selected is visible to everyone who can access the model.

Next: Triage records from a public form