The parameter "team" in roles does NOT work

[coca22052022]

I created a "Sales" group. 5 employees have been added to the group. Created the "Seller" role, with the following parameters - "Leads" tab:
create-yes
reading-own
edit-own
delete - own
stream - own


Now I have appointed one of the workers as the main one, created the “Teamleader” role with the following parameters:
create – yes
read – team
edit – team
delete – team
stream – team

an employee with the role of "Teamleader" does not see the leads of his wards. Team parameter, it doesn't work, how to enable it?

[victor]

Hi coca22052022,

In order for the Team functionality to work, it is necessary:
1. That this Team includes a Role or several Roles that are endowed with certain permissions.
2. That this Team should be specified in each Record of the necessary Entity, for example, Lead.

Based on your example, it is necessary that the User with the Teamleader Role is part of the Team Sales Department (screenshot 1). In this case, this User will see and edit every Lead in which Team Sales Department is indicated (screenshot 2).

[coca22052022]

hi coca22052022,

in order for the team functionality to work, it is necessary:
1. That this team includes a role or several roles that are endowed with certain permissions.
2. That this team should be specified in each record of the necessary entity, for example, lead.

Based on your example, it is necessary that the user with the teamleader role is part of the team sales department (screenshot 1). in this case, this user will see and edit every lead in which team sales department is indicated (screenshot 2).

senks!!!