CASES - when assigning, the creator looses control?

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • rfrancocantero
    Member
    • May 2020
    • 88

    CASES - when assigning, the creator looses control?

    Hi,

    I can't figure this out:

    When a user (accountmanager) creates a CASE and assigns this to another user or team (finance) it disappears from their cases. How can I achieve that the accountmanager can still view his open cases but it keeps assigned to the other user / team?
  • Kharg
    Senior Member
    • Jun 2021
    • 453

    #2
    Create a common team or give visibility to all cases or assign the case to more than 1 team

    Comment

    • yuri
      Member
      • Mar 2014
      • 8847

      #3
      Users should create records assigned to a specific team by default (their default team, also make sure Assigned Permission is set to 'no' for them, so that they can't change the team).

      A special Role for a manager, this Role has 'read' action set to 'team' for Cases.
      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

      Working...