Shared guide

How to set up team visibility rules

Step-by-step guide covering: Click on "Click here."; Click Manage users; Click Visibility groups; Click Add a group.

victoriaworkflowsvictoriaworkflows
·16 steps·5 views·Published
Step-by-step Guide16 steps

  1. Click on "Click here."

    Click on "Click here."
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  2. Click Manage users

    Click Manage users
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  3. Click Visibility groups

    Click Visibility groups
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  4. Click Add a group

    Click Add a group
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  5. Type "Sales Managers"

  6. Click Save

    Click Save
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  7. Click Select user

    Click Select user
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  8. Click Kayla D

    Click Kayla D
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  9. Click Select user

    Click Select user
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  10. Click Victoria A (you)

    Click Victoria A (you)
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  11. Click Save

    Click Save
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  12. Click Confirm

    Click Confirm
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  13. Click on "Click here."

    Click on "Click here."
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  14. Click Zane Levy

    Click Zane Levy
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  15. Click on "Click here."

    Click on "Click here."
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  16. Click Item owner’s visibility group

    Click Item owner’s visibility group
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