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

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  • scdzaak
    Member
    • Aug 2014
    • 51

    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.
  • Kyle
    Senior Member
    • May 2020
    • 143

    #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.

    Comment

    • Nishan Perera
      Active Community Member
      • Jan 2019
      • 348

      #3
      Hello,

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

      Comment

      • scdzaak
        Member
        • Aug 2014
        • 51

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

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