İçereği Atla
Menü
Bu soru işaretlendi
2 Cevaplar
4269 Görünümler

Hi, 

I need to give user A access to his own Leads/opportutinies at the CRM as well as access to user B Leads/oportunities. Nevertheless, user A cannot have access to other users Leads/opportunities.

I'm tryng do it creating a new Sales group besides "Sale / User: All Documents" and "Sales / User: Own Docments Only"

As far as I unterstood, to give an user access for all Leads/oportunities the record rule is [(1,'=',1)] and to give access for his onw Leads/opportunities only the record rule is ['|',('user_id','=',user.id),('user_id','=',False)].

Therefore, what record rule should I use to grant the access mentioned at the begninning, or ir there any alternative solution to achieve the same result?

Thanks!



Avatar
Vazgeç
En İyi Yanıt

Add the user in the Same sales team as member. 

Give him/her access - Own Documents Only

Add this record rule in the Sales : Own Documents Only group - 

('team_id.member_ids', '=', user.id)

Now all team members will be able to see other team members leads.

* if you want to modify read/write access, try creating separate rule and play with it until you get your desired result

Avatar
Vazgeç
Üretici En İyi Yanıt

Thank you very much! It worked! 

Avatar
Vazgeç
İlgili Gönderiler Cevaplar Görünümler Aktivite
2
Ağu 25
2520
2
Kas 23
3347
2
Haz 23
3784
0
Tem 22
2629
1
Nis 22
2670