Create an option restrict the viewability of a follow up only to the person it is assigned
We have grantee organizations that have one person managing the grant program and other staff managing the financial records. One grantee needs to keep their financial reporting confidential from the program staff person who is the primary contact in the system (their organizational policy is that staff salaries, etc. are not shared among their staff).
Since the primary contact has access to the entire grant record, it would be great to restrict viewability of the financial report follow up only to the financial staff person to whom it is assigned.
Gladys
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