Before you start
Admins will need to configure the custom relationship permissions. In the configuration settings, you will have the option to give this custom relationship visibility into specific 1:1 features.
Relationship point of view
Once configured, relationship owners can...
- View 1:1 context panel
- View 1:1 Recommended Talking Points
They will have visibility into the information that the relationship has access to see. For example, if the relationship owner does not have visibility into private feedback, it will not show up within the context panel.