How do I Customize Data Level Access in the Targets App?

• Click on the Settings → Security → Access Level. This will display the Target’s Access Level. You can customize your access permission here.

• Set the criteria for who can access the Targets App.
• By default, the configuration is set for all. Everyone who has access to the Targets App can view and edit all the Targets.

Instance: When the access is given to Employees

• If the View access is given as Employees, then the record can be viewed only by the Employee to whom the Target is assigned.
• If the Edit access is given as Employees, then the record can be edited only by the Employee to whom the Target is assigned.
• You can either provide View and Edit access only to Employees or configure to provide View access to All and Edit access alone to employees.

• Consider the Access Level is set as Employees for both View and Edit.

• Now, a target is assigned to an Employee, Caroline Forbes.

• When another employee, Nadia James who doesn’t have access to that record tries to view it, she would not have access as the Target is assigned to another Employee.

• In both cases, the Managers of the Employee can also View and Edit the records.