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Reassigning objects to a new user

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  • Reassigning objects to a new user

    Hi,

    I am struggling with an issue when it comes to change privileges. I have to change the user who is responsible for a particular group of clients. When I assign this group of clients to a new user then he can only see clients without opportunities which are assigned to them.
    How can I assign to a new user a group of clients with everything that belongs to them - opportunities, contacts etc?
    Of course, I don't want to do this manually, one by one

  • #2
    Hi,
    For example, if you want to see the linked opportunities to the contact, you should set a Read 'All' permission in the roles for the Opportunity entity.

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    • #3
      Unfortunately, it is not a solution. I don't want to give access to all data. Only for particular clients and opportunities.

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      • #4
        Please, don't tell me that the only way is to do this manually !?

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        • #5
          There is no such possibility. The permissions are defining only on the entity (module) or fields level, not relation level.

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