We are working with an outside vendor that is creating some emails and email templates for us. Is there a way to set them up as a user but somehow restrict there access to only certain folders/programs where they would be able to upload emails?
If you do work with outside vendors/agencies/designers, how do you handle their access to your instance?
Thanks,
Tim
I believe there is an Idea to add folder level restrictions.
You can create Roles specific to vendor Roles. For example:
things like that.
Hi Josh, is there a feature to give permission at folder level?
Might workspaces help here?
Hey,
Sure, but I am trying to see if there's a way without having N number of workspace.
Eg: There are region wise workspace like APAC, EMEA, Americas, etc. APAC workspace has different countries folder - like Singapore, Australia, Japan. Japan users need not see other country assets or records.
No, not possible. Workspaces are really the only thing that regulates user access.