If you have enabled groups in CentralStationCRM, you can restrict the visibility of pages in your account for specific users. For example, you can make deals visible only to full-time employees or show each field representative only those people for whom they are responsible.
Account owners and co-owners can create groups in the account settings that are assigned only to a specific selection of contacts, companies or deals. They can then determine which users should have access to which groups.
Groups are often used for departments or areas of responsibility—that is, for categories under which multiple users can be grouped. Examples of this would be “Sales South,” “Accounting,” or “Telemarketing.”
Creating Groups
To create or edit groups, click the gear icon in the top right corner and select Account Settings. (Note that you must have owner or co-owner permissions to do this.) From there, click Manage groups.
Here you can create new groups and rename or delete existing ones. Please note that any contacts you do not add to one of your custom groups will automatically be assigned to the “Base” group, to which all users have unrestricted access. Therefore, there is no content without a group.
Here, you also specify which users are assigned to which groups.
The next step after creating groups is to assign contacts, quotes, and/or companies to your groups. You can find out how to do this in the article Divide CRM content into groups.
Good to know...
Users with owner and co-owner rights can filter their Status page by other users. This allows them to view entries in CRM content that have restricted access. This is because they can edit group memberships at any time in their account settings and grant themselves access. If you do not want this to happen, users should have “extended rights” at most, but not (Co-)Owner permissions.