How to add more user with ready only for opportunity

[Ellen]

Hi,
I have one issue need your advise.
I have one team sales and two roles:
Role 1: sale manager: create:yes; read team;editwn on opportunity
Role 2: saleman:create:yes,readwn;editwn on opportunity.
Now: sale manager will create opportunity and he want to add one more saleman in team to support(not assign) with ready only this opportunity.
Any ideal or advise
Thank you.
Ellen

[Ellen]

Dear tanya ,
Please help on this issue.
Thanks
Ellen.

[Maximus]

Hello Ellen.
Can you provide more detailed what a new salesman should do? As I understood he just will have access to read opportunity information.

[Ellen]

Hi Maximus,
Let me give more clarify:
1.Sale manager create opportunity then he will handle this op.
2.Sale manager need one more sale to support in this op.So we want to add one sale with support permission.Mean this sale only can read only of content and related document in this opportunity.Sale support only can answer email or doing some document can not update anything in opportunity.
Please advise which solution can be done in this case.
note: not assign, because if we assign to sale, he can update and it's very difficult to clear % revenue for manager and sale support.
Thanks,
Ellen.

[Maximus]

But tell me please what the problem to create a new one role for salesman and give him only read permission to op?

[tanya]

Hello Ellen,
you need to create more teams. Even per one own team for each user. And if you want to make the record visible for some user, add his own team in opportunity team list

[Ellen]

Thanks Maximus and Tanya for your respone.
I have already created more team is sale_support also role is sale_support like Tanya's guide.
After that once need support from sale, manager will add more team sale_support in opportunity.
But the issue is: sale man can see all opportunies of sale manager.
Maybe I did something wrong here.Please help to check and advise.
Please see attachment for more clear.
Thanks
Ellen.

[Maximus]

Hello, can't open png files. As you can see they are 0 bytes weight.

[Ellen]

Dear Maximus,
Re upload.
Please check and advise

[tanya]

Hi Ellen,
All of personal teams have to use the role, which allows reading opportunity for team. It could be the only one set access
each user has to be assigned to his/her team.
if you want to open some opportunity for user, just add this personal team to the opportunity teams
please watch the tutorial (maybe again) https://www.espocrm.com/video/security-roles/