PilgrimofIT 1 Posted October 28, 2021 Report Share Posted October 28, 2021 Hello, I've been playing around with x2crm's permissions and I'm not sure if what i want to achieve is achievable. i want to set up the permissions to achieve the following: team 1 sales person 1 team leader sales person 2 sales manager team 2 Sales person 1 team leader sales person 2 Where sales person level only see their own individual contacts/accounts/quotes... Team leader level only see/access their own and staff below data and the sales manager sees all data. Looking at the available buttons and the way i think the permissions work, im not sure if this is possible. If it is id be very interested in knowing how. Thanks. Quote Link to post Share on other sites
jack 29 Posted October 29, 2021 Report Share Posted October 29, 2021 Hi PilgrimofIT, Our permissions in the app don't allow for hierarchy, just assignment to users or groups. We have implemented what you described in a couple of enterprise clients but it can not be set up with out some code changes to you instance. -Jack Quote Link to post Share on other sites
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