Platform documentation
Customer records for companies
The customer area shows staff with access the customers that belong to their own company.
How it works
- Open Customers if your role allows you to view them.
- Search or filter the customer records of your company.
- Open a record to review permitted details.
- Use write actions only when your role allows them.
Useful information
Your company only
A company sees only its own customer records. The same email or ID elsewhere does not open another company's customers.
Roles
A seller can view the company’s customer records. An administrator can also change them. You do not assign individual permissions per person.
Customer source
A CRM profile can be linked to an authenticated user, but the company record and the user's own account stay separate.