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Basic User

The "BASIC USERS" group has:

  • Limited UI feature visibility

  • No access to APIs/connectors

  • Cannot send distributions from portal or view sent emails

  • Hidden access to Summary, Transactions, Access, and Retention tabs

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Implement customer-specific groups (e.g., "Customer A", "Customer B") with tailored folder access. Key features:

  1. Users can't see other groups with access to shared folders

  2. Members have restricted visibility:

    • Cannot view Versions tab

    • Cannot view Transactions tab

This approach ensures customer isolation while allowing controlled access to shared resources.

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