Allow management board role member to view the accounts

Procedure

  1. In the Control Center console, click Policies.
  2. Click ADD POLICY.
  3. In the Name box, type the policy name.
  4. Set the policy effect as Allow.
  5. Define the subject components.
    For example:
    • Display Name
    • Subject Type = User
    • Conditions = Name is management board
  6. Define the resource components.
    For example:
    • Display Name
    • Resource Type = ACCOUNT
    • Conditions = crm_object is account
  7. Select action as VIEW.
  8. Click SAVE & DEPLOY.