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Hi, 

I need to give user A access to his own Leads/opportutinies at the CRM as well as access to user B Leads/oportunities. Nevertheless, user A cannot have access to other users Leads/opportunities.

I'm tryng do it creating a new Sales group besides "Sale / User: All Documents" and "Sales / User: Own Docments Only"

As far as I unterstood, to give an user access for all Leads/oportunities the record rule is [(1,'=',1)] and to give access for his onw Leads/opportunities only the record rule is ['|',('user_id','=',user.id),('user_id','=',False)].

Therefore, what record rule should I use to grant the access mentioned at the begninning, or ir there any alternative solution to achieve the same result?

Thanks!



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Najlepsza odpowiedź

Add the user in the Same sales team as member. 

Give him/her access - Own Documents Only

Add this record rule in the Sales : Own Documents Only group - 

('team_id.member_ids', '=', user.id)

Now all team members will be able to see other team members leads.

* if you want to modify read/write access, try creating separate rule and play with it until you get your desired result

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Autor Najlepsza odpowiedź

Thank you very much! It worked! 

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