How to hide records from all teams beside specific team

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  • Ruslan
    Senior Member
    • Aug 2014
    • 102

    How to hide records from all teams beside specific team

    Hi,
    how can we hide leads(for example) that there team is "managers" from all the other users/teams beside "managers".
    ​what i am trying to do is not to show leads to anybody beside "managers" team. all users that assign to this team can see this leads.
    ​when team will change from "managers" to any other team, everybody can see this leads.

    Thanks
  • yuri
    Member
    • Mar 2014
    • 8455

    #2
    1. Create one team and name it "Regular Team"
    2. Assign one role to this team that restricts accesss to leads
    3. Assign team to all needed users.


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    Comment

    • Ruslan
      Senior Member
      • Aug 2014
      • 102

      #3
      Hi,
      this want work. the user is assigned to "sales team" this team have role to see all leads.
      and that what i want. so if you will assign the user to one more team that dont have access the user will still can see all the leads.
      but in some specific leads i dont want to give the "sales team" access to see this leads that managed by manager or outsource.
      ​so if i could make some if statement that will check if the lead team is "manger" don't show this lead to any body beside users in manger team.

      Thanks

      Comment

      • yuri
        Member
        • Mar 2014
        • 8455

        #4
        Not supported. You can only remove sales team for that leads.
        If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

        Comment

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