In this video, James walks through the process using the example of the "Car Insurance" record type, which may be required - but only for users who have a car. He demonstrates how to create a user group for those users, assign individuals to the group, and then link the group to the relevant record type. Watch the video below to see how it's done!
Required Records for User Groups
- Published
- 4 July 2025
- Last updated
- 4 July 2025
- User Records
See how User Groups make a User Record Type required only for selected team members.