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Permissions to see only itens from a determined country

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#1 sgludovats



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Posted 04 December 2018 - 09:11 AM

I have a doubt...
We have X2CRM to serve various locations ...
But I would like, for example, that people in Latin America only see the leads and opportunities in that region / countries, people in the US see only the leads and opportunities in that country ...
I only found a security option for people to see all items or items assigned to them, but I can not use them that way because US managers should not be able to see latin america's leads as latin america managers should not be able to see the US leads, but managers should view and edit all leads in their respective regions (US or Latin America)
Does anyone have any workaround solution to this problem?



Sergio Gludovats

#2 jack



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Posted 18 December 2018 - 02:32 PM

Hi Sergio,


The best option I can recommend with out adding custom code would be to try out multiple "assigned to", you can change "assigned to" to a multi select and then assign US leads to all the US users.



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