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  • Team visibility and sub-team

    Hi,
    I'm going to ask if it is possible to implement this type of team and sub team tree:

    agent_1 (team leader with team visibility)
    |----agent_2 (see only own records)
    |----agent_3 (see only own records)
    |----agent_4 (Sub-team leader only with his team visibility)
    |------agent_5 (see only own records)
    |------agent_6 (see only own records)

    Agent_1 have to see all others agents, Agent_4 have to see only 5 and 6.
    Thank you so much for answers.

    P.S. I can develop a specific custom team query if it is possible to extend somewhere.

  • #2
    Hello,
    Under teams are not possible in ESPO.
    My idea is:
    You could form two teams.
    1,2,3 and 4,5,6 . Members only see your records . The rights of the team leaders are extended by further roles.

    Peter

    https://github.com/espocrm/documenta...-management.md

    https://www.espocrm.com/video/security-roles/

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