Reassigning objects to a new user

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  • Mateusz
    Junior Member
    • May 2018
    • 19

    #1

    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
  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #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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    • Mateusz
      Junior Member
      • May 2018
      • 19

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

      Comment

      • Mateusz
        Junior Member
        • May 2018
        • 19

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

        Comment

        • Maximus
          Senior Member
          • Nov 2018
          • 2731

          #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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