In the contacts, anyone is able to see anyone else' contacts. Want to block and see only my contacts/companies. Likewise each user should see only the contacts of himself or the users reporting to him. How do we do this?
Version 12.0
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Odgovori
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Prikazi
Hi,
->Go to Settings > Technical > Security > Record Rules.
->Create a new record rule for the model you want to restrict access to (e.g. Contacts ).
->Set the Domain to ['|', ('user_id', '=', user.id), ('user_id', '=', False)]. This domain will restrict access to records where the user is the owner or the owner is not set.
->Set the Apply for Read field to Yes to apply this rule when reading records.
->Set the Apply for Write field to Yes to apply this rule when writing records.
->Set the Groups field to the appropriate group(s) that should have this restriction applied to them.
Regards
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