We are currently using version 4.5 professional and in order to get proper user management we can't use the role functionality (or we don't understand it enough). Right now we have duplicate teams made so that we can create an account that all users can view. In order to restrict our support team from seeing the notes of a particular account we then assign the notes and history of an account to the duplicate team that doesn't have the support people attached.

We tried using roles but if you remove account or notes access to support users within role management, then they can't see account information or enter notes.

Is there a cleaner way to set this up? To me it would be ideal if the roles had subsections, i.e. if you clicked accounts you should be able to say 'user can view account info but cannot view notes, history etc for accounts. Right now it seems like if you take notes away you take all notes, i.e. case notes etc.

Thanks for the help,

Steve