Final answer:
To restrict a user from viewing records such as an opportunity in a system, you need to configure permission settings and access controls based on user roles.
Step-by-step explanation:
To restrict a user from viewing records, such as an opportunity in a database or a customer relationship management system, you can implement permission settings and access controls. Typically, this is managed by setting up roles and permissions within the system. You can assign different levels of access to users based on their roles within the organization, ensuring that only authorized personnel can view sensitive information. Most modern systems come with a variety of security features to streamline this process.
For instance, in a system like Salesforce, administrators can use profiles, permission sets, organization-wide defaults (OWD), role hierarchies, sharing rules, and manual sharing to control access to records. It is critical to first determine the minimum level of access required for each role and then configure the system's security settings to match these requirements. This helps prevent unauthorized access and protects sensitive data effectively.