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Create Customer Inquiry Role

edited Jun 3, 2020 1:48PM in CRM

Trying to create a View only role for customer data.

Our requirement is to provide users with a role that allows them to view only customer and customer site data.

I have started with the Customer Data Steward role, but have not been able to get it to work.  Also have not been able to find any metalink notes.

Thanks

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