Grant user to view everything from another user.

[rfrancocantero]

Hi,

I have a team of accountmanagers who can only work with their own assigned Accounts. Because of traineeship we want to have a senior monitor his Accounts but ALSO of person X. How can I grant the Senior access to the Accounts of X without showing him the Accounts of Y and Z.

[victor]

EspoCRM 9+ introduced the Collaborators functionality: https://github.com/espocrm/espocrm/issues/3190 and simplified the procedure for using Multiple Assigned Users: https://github.com/espocrm/espocrm/issues/3158. Perhaps this functionality will suit you.

Or you can add a created team (to which senior and X belong) to the record where senior and X should have access, which will have the following permissions: