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  • Filter shown data by user Team

    Now that I have successfully installed EspoCRM was experimenting with Roles and Teams, but I found only way to filter the functions and not the data shown to different roles.
    We are a group of two small companies, so I want to assign people to two Teams, and the group CEO needing to see everything.

  • #2
    Reading more the doc and forum I created this organization

    Team: Company A, Company B
    Roles: CEO, Manager, Sales
    Users: GroupCEO, ManagerA, ManagerB, SalesA, SalesB

    Sales role can only read his own data, belongs to respective Team
    Manager role can read his Team data
    CEO can read all data, belong to both Teams

    Still creating an Opportunity from Sales1A the user Sales1B can see it. Any way to prevent this.
    Last edited by davide445; 11-14-2020, 10:11 PM.

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    • #3
      Figured out: I wrongly set the Roles in the Teams, deleting them all is working as supposed
      Attached the Teams configuration for any beginner as me
      Click image for larger version

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