Can I set up a team member so she can only see specific constituents?
In this article:
- Restrict a team member's access to constituents by stewardship assignment
- Search constituents by steward
You can restrict access to constituents for any team member, based on their stewardship connections. Within the confines of what their role allows them access to, they will not see any constituents that they are not stewarding or that they didn't create.
Restrict a team member's access to constituents by stewardship assignment
To restrict a team member so that they can only see specific constituents, go to the Team Members page, click the Actions button next to the team member's name, and choose Edit User:
Check the "Restrict access to constituents by stewardship?" checkbox, and then click the Save button:
Search for constituents by steward
To search for constituents by the steward assigned to them, go to the Constituents tab and create your search as follows: