Restricting user to a specific view in FreshworksCRM

Product Customize x Workflows
1

Hi

I would like to know if it is possible to restrict a specific user to see only certain contacts based on a filter.
He should not be able to see all contacts and must only be able see contacts filtered though this filter.

Is there any way to achieve this?

Thanks,
Syed

3

You can create custom Views in the CRM to filter contacts. You can then use the view to fetch the contacts using the List All Contacts REST API endpoint.

I do not know if there is a way to restrict an agent’s access to only those Views.