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:

[rfrancocantero]

Hi victor,

I've upgraded to the latest version and I've enabled Collaborators:





But I can't find it in the Account details. Where can I add a collaborator?

[victor]

A similar situation to yours occurs when:
- After adding Collaborators to Side Panel Fields, you did not refresh the page or clear the cache.
- You added Collaborators to Side Panel Fields, but then unchecked it in Administration > Entity Manager > Your_entity_name > Edit > Collaborators and the Collaborators field remained in Layout, but there is actually no permission.

In short, I advise you to do the steps again:
1. Check Collaborators in Administration > Entity Manager > Your_entity_name > Edit > Collaborators and save the changes.
2. Add Collaborators to Side Panel Fields.
3. Go to the desired record and check for the presence of Collaborators. If necessary, refresh the page or use an anonymous tab.

If after these steps there are still no Collaborators, then repeat the steps and additionally make Rebuild in the third step.

[rfrancocantero]

It was indeed the Cache :-( sorry! Thank you for you help.