Can I lock users to specific quotes or event folders?

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David Eliasson

• May 06, 2025 14:08

I'm looking to let some freelance project managers into our system but I would like them to only have access to the specific project they're assigned to. Anyone know of a way to make this happen?

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  Randy - Flex Staff

  • May 07, 2025 15:46

  Hi David Eliasson,

  This should be possible using a unique Security Group and the Element Definitions > Security options. You can reach out to our support team for assistance getting that setup.

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