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Hello
I
have made 2 sales team called Suva and Nadi. The users are assigned to this
sales team and all are under Sales: own documents.
What I am looking for is I want to give SalesManager1 to access only Suva sales team.
And SalesManager2 to have access Nadi sales team.
I cannot give Sales Managers access to user:All Documents since this will allow them to see every users profile and data.
Please
can someone guide me.
Thanks
Rishal
It can be achieved by modifying the domain in record rules for group User: Own Documents Only
Settings > Users & companies > Groups (Record rules tab)
['|','|',('user_id','=',user.id),('user_id.team_id.user_id', '=', user.id),('user_id','=',False)]
Haven't tested it the above, so might need tweaking
Thanks you gave me the way, what worked for me was this.
['|','|',('user_id','=',user.id),('team_id.member_ids', '=', user.id),('user_id','=',False)]
thank you very much
Yes, thats right. with this record rule users can view all leads assigned to the team they are members of.
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I apologize for reviving this topic, but I'm exactly in the same doubt, and since it wasn't answered, I thought it would be valid to ask for help here. Could someone assist me in getting it to work as described above?