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1

Leads limitation on Multy Company

By
Ana Hristova
on 3/5/13, 5:55 AM 931 views

How do you limit a user too see leads from only the company he is part of, not all leads in the system.

Example :

Company C is part of Company B which is Part of Company A.

User has been registered as user in Company C and assigned only to see details from that company.

User is set to see All leads in the system but he only has permission for company C.

After the details are saved, the user can see the leads for company B and A and also leads for company B1 that is not connected in any way with company C.

0
Kevin McMenamin
On 3/5/13, 8:27 PM

check security/record rules - normally there is something like ['|','|',('company_id.child_ids','child_of',[user.company_id.id]),('company_id','child_of',[user.company_id.id]),('company_id','=',False)]

to cover this

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Asked: 3/5/13, 5:55 AM
Seen: 931 times
Last updated: 3/16/15, 8:10 AM