Restricting Data Visibility

[Anonymous]

I have a question about limiting data access for certain users. We've tried restricting data access which partially worked; I was able to restrict user A from viewing data in terms of smart list etc, however user A was still able to view data (Name, email add, etc) under reports.

Any idea how to restrict complete data access?

[Grégoire_Miche2]

The only possibility for this is to use workspaces and partitions, which may have a cost. Once you have this option set up you can have the users restricted to some workspaces, which themselves will have only access to some of the partitions.

-Greg

[Josh_Hill13]

WS/LP can work in the right circumstances, such as Customer vs. Lead data or regional breakdowns. Marketo isn't setup well for this type of lockdown, so it's a good Idea to post.

However, you can do some more work with Roles

• No Lead View
• No Lead Database, or limited DB.
• No Smart Lists
• No Analytics (although which report shows Email Address?? The Web Activity one?)