How can we provide team access to contracts, but limit access to confidential contracts? — Cloud Customer Connect
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How can we provide team access to contracts, but limit access to confidential contracts?

Summary: Our use case: We have two groups of users: 1. Leadership who should have inquiry/no edit access to all contracts created and 2. team members who create and manage contracts and should have access to all. We have a low volume of contracts where we need to limit access to only one or two users (based on a confidential contract). Our intent was to limit access by adding in the users who should have access to the specific contract by adding as a party, with "no access".


Content (please ensure you mask any confidential information): We have tested the seeded supplier role but that by default limits the contracts to only the creator, so no one else on the team has visibility. We also tested a custom role for both inquiry and contract mgmt (allowing creators to see all contracts). But in neither case are we able to limit access by using the party - no access functionality.

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