Using Row Owners - Staff Hierarchy And Limiting Client Access

You’ll need to use Row Owners in combination with Roles. In your example screen shot, I see that you have a Roles column, but is that column actually configured as the Role column in your User Profiles setup? I suspect that it isn’t, and that’s why it’s not working as you expect.

Here are a few references that might help:

Have a review of the above to start with, and feel free to reach out after that.

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