Allow Agents to edit 'Own' entities

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  • DFerati
    Junior Member
    • Apr 2024
    • 19

    Allow Agents to edit 'Own' entities

    Hello everyone

    My workflow goes like this:
    When my managers create leads and meetings and then assign them to agents, they can read them based on their 'assignedUserId' correctly, however they are not able to edit the fields if it's not created by the agent themselves,
    What am I missing?
    attached with this is an image of my entire User Role

    Click image for larger version

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  • shalmaxb
    Senior Member
    • Mar 2015
    • 1608

    #2
    creating fields (not the content of fields), deleting fields and other configuration of entities is only possile as Administrator. The reason is quite logic, because if one agent would change in entities, this ould be valid for all other agents as well. Imagine the mess.

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