Jump to content
X2Community Forums

Recommended Posts

Hi,

 

I am using X2CRM for past three weeks and I found it's great. My question is can we reset the Visibility with Custom values. As it currently have PUBLIC, PRIVATE, USERGROUPS. This visibility explains as Public - Can be seen by all, Private - Can be seen by the assigned To person only , Usergroup - Whomever (A newly created group) are added(Sales Executive's) in a group can see the task(Action,contact or anything).

 

I have three users Admin, Team Leader and Sales Executive. Admin granted with all access , Team leader granted with median access , and sales Executive granted with some minimal access. 

 

In a simple way it can be seen as Admin > Team leader > Sales Executive.

 

So, If a task (Action) is assigned by Team leader to Sales Executive . Its need to be SEEN by the Team leader as well as Sales Executive alone and shouldn't be visible to anyone(Other team leaders and other sales executive's) unless it's  admin (Yeah he's the one who created all users). 

 

And I wanna add one more detail that my CRM contains 5 groups with multiple sales representative added with single Team leader for each group. I tried User Group's Visibility . But when I (Team Leader)  assign to a person (Sales Executive) with visibility set to USER GROUP's for action, only the assigned TO (Sales Executive) person able to see the task(Action) not by Team leader . Neither Visibility Private wasn't working as if I assign To only the sales executive, he/she can alone able to see that Task (Action) but not by the Team Leader.

 

Important note - I don't wan't to create individual group for each sales executive as it's time consuming and I don't think so it would be manageable. 

 

This was my problem.

 

It would great full if anyone have any solution. 

Link to post
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Loading...
×
×
  • Create New...