Suites

A Suite is a named collection of access settings that can be assigned consistently to Users or Teams.

Suites are useful when several people need the same type of access. For example, a Support Suite might allow access to customer Records, Activities, and support Views without granting administrative control over the data model.

Use Suites carefully

  • name a Suite after its purpose;
  • include only the access needed for that purpose;
  • review the Suite when a responsibility changes;
  • check whether assigning it adds access to sensitive information.

The available Suites and the way they are assigned depend on your Caraer workspace.