Situation: We have a list of contacts used in processes, which ideally should not be shared with anyone. As certain people only should be using some contacts e.g. the partner at our law firm would only be managing director contacting him.
Pipe with Database Connected Field: In an issue resolution pipe we are making these contacts available so people can find the best people to talk to quickly by issue type.
Question: Is there a way to set permissions for which ones display for one user vs. another?
Brainstorming options
- could we have an assignee field on the contacts database - and this is checked before displaying the records? (this is a filter on the records presented in connected fields, which I think doesn’t exist in pipefy as yet)
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