> ## Documentation Index
> Fetch the complete documentation index at: https://docs.goeva.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# How to limit what each sales rep can see
> Switch workspace data visibility between Shared and Personal, or restrict a teammate to certain agents, without touching their permissions.
Eva has two separate controls for what a person sees. One is permissions, which decide which
sections they can enter. The other is data visibility, which decides how much they see **inside**
those sections. This page is about the second one, and it is configured in **Settings**, under
**Members**, on the **Roles & Permissions** tab.
## What you will get
Each sales rep opens the Inbox and sees only their conversations, their contacts, and their
opportunities, instead of the whole team's.
## Requirements
* The **Owner** or **Admin** role.
* The **Advanced Settings** module turned on.
* A clear idea of who is responsible for what, because the rule is based on assignments.
## Shared or Personal
The **Data Visibility** card has two options, and it affects the whole workspace at once.
| | **Shared** | **Personal** |
| ----------------------------- | ---------- | ----------------------------- |
| What a sales rep sees | All data | Only what is assigned to them |
| What the owner and admins see | All data | All data |
With **Personal**, each sales rep sees:
* **Inbox** — only assigned conversations.
* **Contacts** — only assigned contacts.
* **Pipelines** — only assigned opportunities.
* **Calendars** — only their own events.
* **Dashboard** — only their metrics.
This is not a cosmetic filter. Eva applies it on the server, in the queries themselves, so a sales
rep cannot reach the hidden records through any screen.
**Personal** also hides whatever has no owner. A conversation that arrives unassigned does not
appear in any sales rep's Inbox until someone assigns it. If your team works by picking up new
conversations from a shared queue, **Personal** breaks that habit.
There is one exception in the sales rep's favor. If a conversation is linked to an opportunity of
theirs, they can open it even when they are not the assignee. It opens read-only, with no way to
reply.
## Change the workspace visibility
In **Settings**, open **Members** and then the **Roles & Permissions** tab.
On the **Data Visibility** card, select **Personal** or **Shared**. The option in force is
marked **Active**.
When switching to **Personal**, Eva asks *Switch to Personal?* and warns that sales reps will
only see data assigned to them. Select **Switch**.
## Restrict a teammate to certain agents
Data visibility applies to the whole workspace. If on top of that you want someone to work with
only one of your agents, that is adjusted person by person.
In **Members**, on the teammate's row, select their role in the **Roles & Permissions**
column. That person's permissions screen opens.
Under **Agent access**, turn on **Restrict to specific agents**. The list of agents with
checkboxes appears.
Check the agents that belong to them. At least one must be checked before you can save.
Select **Save changes**.
From then on, that person only sees conversations, contacts, opportunities, and analytics for the
checked agents. The **Owner** cannot be restricted: the owner always reaches every agent.
## How to know it worked
On the **Data Visibility** card, the chosen option shows the **Active** label. The real test is to
ask a sales rep to open the **Inbox** and tell you how many conversations they see.
The change takes up to 45 seconds to apply, because Eva keeps permissions in memory for that
long. If the person checks right away, they can still see the old view. Wait a minute and ask
them to reload the page before reporting a fault.
## If something goes wrong
Check that the **Data Visibility** card marks **Personal** as **Active**, and wait a minute for
it to apply. If it persists, check who those conversations are assigned to: if they are
assigned to that person, the rule is doing the right thing.
With **Personal**, a conversation with no owner does not appear in any sales rep's Inbox.
Assign those conversations, or go back to **Shared** if your team works from a shared queue.
That is how it works. **Personal** limits sales reps; the owner and the admins keep seeing all
the workspace data.
With **Restrict to specific agents** turned on, at least one agent must be checked. Eva warns
with *Select at least one agent for scoped access.*
## Next steps