Allow management board role member to view the accounts
Procedure
- In the Control Center console, click Policies.
- Click ADD POLICY.
- In the Name box, type the policy name.
- Set the policy effect as Allow.
-
Define the subject components.
For example:
- Display Name
- Subject Type =
User
- Conditions =
Name is management board
-
Define the resource components.
For example:
- Display Name
- Resource Type =
ACCOUNT
- Conditions =
crm_object is account
-
Select action as
VIEW
. - Click SAVE & DEPLOY.