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Registration opens June 9. Be ready when passes drop. Get the green light now - Convince your boss

Bank Details view permission

edited Jun 26, 2025 6:59PM in Ask A Guru 7 comments

Hi,

We have bank details for employees/customers/vendors. When I inspect it it's a custom entity bank details record. Is there a way (via permissions) to restrict custom roles e.g. Sales - to see only customers bank details, Finance - vendors, Admin/HR - to Employees? As we have on these custom roles a Bank Details permission - view and they are able to find all of them in global search. Thank you.

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