Record-Level Permissions

Control which records users can see based on assignment.

Overview

Breadbox enforces record-level permissions on top of role-based permissions. Users with VIEW or EDIT access to a resource see only records assigned to them. Users with MANAGE access see all records.

How Scoping Works

ResourceAssignment FieldEffect
AccountsaccountManagerIdReps see accounts assigned to them
DealsownerIdReps see deals they own
ProspectssalesRepIdReps see prospects assigned to them

Who Sees What

  • Admin — always sees all records (no filtering)
  • MANAGE permission — sees all records for that resource
  • EDIT or VIEW permission — sees only records assigned to them