Allow users to only view certain records?
I'm looking to setup a solution for sales reps via WebDirect to where each sales rep can login but only be able to view records assigned to them.
How difficult would this be to setup?
Right now I have a layout that has a drop down with each sales rep name. Could I make additional layouts and have some sort of identifier for each sales rep and then when they log in with their user, that user is only allowed access to that layout/records?