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Vendor Record View Access - Restrict Financial tab info

edited Oct 27, 2025 5:52PM in Ask A Guru 8 comments

Is there a way to give users access to view the basic contact information on the vendor record but not give them access to any tabs in the vendor record such as the financial information and document uploads? In order to create a save search to include the vendor name (that has filter capabilities when typing a few letters in the name), I had to give users that have limited access, access to the vendor record. However, I do not want them to be able to view all the information about the vendor. thank you!!!

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