How set permission for a role to only be able to edit records they Created, but still see the other peoples' records

I found the solution finally:

You can create two role permissions for the same Role, and document.

  • one of them for the role being the creator
  • and the other for the role as a viewer only (not the creator)

It only works if you add the role permissions in this order:

  • First: Add a role permission for the role and check “Only of Creaor” - with more permissions like writing and creating.

  • Second, Add the same permission of the same document for the same role

and it will be added as a copy of the one in the previous step, but (Only if creator) is unchecked.

Now, a user given these role permissions will be able to:
Create new customers, edit them and add details at any time.
View customers created by other users and view their details in the customer master, and create invoices for these customers.


If you create a role permission while unchecking “Only if creator” first, you won’t be able to create the other “Only if Creator” role permission.

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