We are using Civi 5.14 on WordPress 5.1 My client has giving me this request. Can this even be done with Civi? She wants to restrict our volunteers to viewing only contacts within their own state, or reports based on contacts in their own state. Her request is below.
"create log-ins for almost everyone on the affiliates list (Contact/Advocate/Affiliate leader anyway.) Then, arrange so that their access gives them the ability to view ONLY contacts from their state, and have a simple way to download contact info (perhaps several pre-created reports like email/phone only, full mailing info, and "full info" which would hit a few other things like Y/N donor, member, event participation."