> For the complete documentation index, see [llms.txt](https://hub.equipme.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://hub.equipme.io/documentation/administration/roles-and-rights/control-customer-visibility-in-equipme.md).

# Control Customer Visibility in Equipme

In Equipme, managing customer visibility for different users is crucial, especially when handling customer-specific tasks like sales, service management, or account administration. Equipme provides a flexible and straightforward way to assign roles to users, allowing them to view and manage only the customers relevant to their responsibilities.&#x20;

**Assigning Customer Visibility**\
When a new user is added to Equipme, they can be assigned a specific role, such as a sales representative or an account manager. These roles determine what the user can see and do within the platform. For example, a sales representative might only need access to the customer dashboard and customer list without seeing any in-depth information like active services or financial data.

<figure><img src="/files/MfUVYon6nHijsIFy6a9F" alt=""><figcaption></figcaption></figure>

**Creating a New User:**

* Navigate to the **Aministration** section under **User - NEW**.
* Assign the user a role such as "Sales". You can further refine permissions by selecting which specific customer(s) this user will have administrative rights over.

<figure><img src="/files/NaObQNW63h7QPGNTXA8b" alt=""><figcaption></figcaption></figure>

**Restricting Access to Specific Customers:**

* In **Roles -&#x20;*****Customer Portals***, you can assign the user to be an administrator for one or more specific customers. This restricts their visibility and access to only the assigned customers.
* If you assign the role of administrator to a customer, the user will only see that specific customer in their customer list. All other customers remain hidden from view.


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