How do I configure hierarchical data filtering for FCRM modules?

ERPNext
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1

We require a hierarchical data filtering structure for Frappe CRM modules (Lead, Deal, Task, Note, Organization, Call Log) based on our organizational chart.

Requirement Summary:

  • Hierarchical Access: Managers should be able to view all records created by or assigned to the users within their respective teams.

  • Restriction: Lower-level users should only have access to their own records.

  • Scope: This restriction must apply to all core CRM doctypes, including Lead, Deal, Task, Note, Organization, and Call Log.

  • Technical Expectation: We need the filtering to be handled dynamically via a Permission Query at the database level, based on the “Manager-Employee” relationship defined in the system.

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@asieftejani
Thank you for your interest.

5

I manage my CRM users through the sales person doctype. I will update the structure you provided and try it, thank you.