I have a new user that I'm creating and this use should only be allowed to see ONE account and everything associated to that account. Is there any way to filter the permission/profile settings so that this one user can only see that?
Let's say you have a User [email protected] with a profile of 'User Profile'.
- Make sure that 'User Profile' does not have the 'View All' or 'Modify All' permission on the Account object.
- Make sure that the default sharing model for internal users on Account is set to Private.
- Create a public group containing [email protected].
- Create a criteria-based sharing rule which shares any Accounts named --Account Name-- with the public group you created in (3).
Once the dust clears and all the sharing has been recalculated, [email protected] should only be able to view one Account. If they can view any others, then make sure that ownership of those Accounts has been transferred to other users.