How to restrict a process, problem or improvement case
Short answer: Open the record's Access tab (Team and access on a case), choose Restricted and add members. Only the owner or lead, sponsor and members open it, in every list, search, report, export, notification and link. Organization owners and administrators see that it exists and can add themselves, recorded.
Verified for PVology 0.58.0 · updated 2026-10-11
When to use this
An investigation, a security weakness or a sensitive customer issue should be seen only by the people working on it.
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