By default every teammate with CRM access can see every person and company in your organisation. Record visibility lets you restrict selected companies and people to their owner, to users with View all CRM records, and to members of named visibility teams.

You need the role setting Manage CRM visibility to create teams and to change Access on a person or company. View all CRM records lets a trusted role see restricted records without being on a team. CRM sales does not include these settings; CRM manager does. An administrator can add them to any other role when needed.

Open Settings > CRM > Visibility. Create a team, give it a name, and add organisation users as members. Assign that team on a restricted person or company so those members can see the record. Deleting a team clears its assignments on people and companies.

On a company page, open the Visibility card (manage visibility required). Choose Open to the organization or Restricted, then assign zero or more visibility teams and save. A restricted company hides itself from teammates who are not the owner, do not have view-all, and are not on an assigned team. People who inherit from that company are hidden the same way, unless a person is set to Open (exception).

On a person page, the Visibility card offers Inherit from company (default), Open (exception), or Restricted. Inherit follows the company. Open keeps the person visible even under a restricted company, but the company name is omitted when the viewer cannot see the company. Restricted hides the person unless the viewer is the owner, has view-all, or is on a team assigned on that person.

Interactive CRM lists, search, detail pages, exports, bulk actions, deals and tasks linked to hidden people or companies, calendar items that embed those links, and CRM tools used by a signed-in user all omit records the viewer cannot see. There is no placeholder that reveals a restricted record exists. Background jobs and automations still process the full organisation so billing, sequences and syncs keep working.

Contact QrX support if a teammate with view-all still cannot open a record, if a visibility team member cannot see an assigned restricted company after a refresh, or if you need help deciding which roles should hold Manage CRM visibility or View all CRM records.