To be able to separate clients by rep code, without the database owner having full access.
Having a new rep join our firm, we are transferring clients from the database owner to him. However, the data base owner, still has access to all clients they are not easily identified who the client belongs too. There should be a way to have separate access to clients per rep code.
Pamela Siemek commented
The new rep should be limited to his clients for the AUM value. Not have access to the database owner AUM value.