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User rights - view and edit on their own customers - not see others

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  • User rights - view and edit on their own customers - not see others

    We have a lot of possibilities in espoCRM with user and group rights.
    Is their any method to give a user only 'read and write' rights for his/her own customers.

    This mean .. an office manager can 'read and edit' all
    An salesmen can only 'read and edit' his own (leads) customers.

    This will give a junoir sales men more control for the sales-manager when he/she start.

  • #2
    the standard ACL options allow to set users to be able to edit/view based on Lead Assigned to (owner) and Lead Team. Same for contacts.

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    • #3
      Hello,

      Use the user rolls to define the the access.
      Cheers!
      Nishan.

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      • #4
        Thanks for the reply I will check the given answers .. and let you know if it works.

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