Question: Can I also decide to show agents only their clients and their orders?
Yes, You can:
1. Set Orders and Contacts as private access module.
2. Set User access only to assigned records
3. Set Assigned To field to user or group.
What else You can do:
Override this for a specific user (Example Admin should have access to all records) – You can set this in user edit. Set access to all records for this user.
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