While Frappe CRM had roles and user permissions in place, there was no concept of team-based access. A manager had no way to view just their team’s records without opening up access to everything. A lot of you flagged this, and we finally got around to fixing it.
With this upcoming release (v1.72.0, to be out next week), two things will change:
1. Default visibility of Sales User: Earlier, Sales Users could see all records, just like Sales Managers. Going forward, Sales Users will only see their own records by default. Sales Managers will continue to see everything. This applies regardless of whether Sales Hierarchy is enabled.
If your team follows an open culture where everyone sees all Leads and Deals, you’ll want to reassign your Sales Users to Sales Managers. Just keep in mind that Sales Managers also get access to CRM customization settings like fields, layouts, and scripts.
2. Sales Hierarchy: If you want to go a step further and set up team-based access, we’ve introduced Sales Hierarchy. It’s an optional feature that lets you build a reporting tree inside Frappe CRM. Once enabled, visibility flows down the tree. Whoever is at the top can see all records in their subtree.
You don’t need to enable it, but if your team already has a reporting structure, it’s worth setting up.
To understand this better, please read this blog: Introducing Sales Hierarchy in Frappe CRM | Frappe Blog
PR (contributed @Shahzeel ): feat: sales hierarchy by shahzeelahmed · Pull Request #2120 · frappe/crm · GitHub
Feel free to share if you have any feedback or encounter any issues. Also, let us know what you’d like us to build next.
