Lead Visibility Issue Across Users

[prakashct]

Hello Frappe ERPNext Support Team,

We are experiencing an issue with lead visibility within our ERPNext instance and would appreciate your assistance in identifying the root cause.

we are using open source and our crm is self hosted on remote location.

We have multiple users who are expected to access the same lead records. Most of these users have identical or very similar roles and user permissions configured. However, we have noticed inconsistent behavior where some users can view certain leads while others cannot, despite having what appears to be the same access permissions.

Could you please help us understand:

• What factors control lead visibility beyond roles and user permissions?

• Are there any sharing rules, ownership settings, permission levels, or other configurations that could cause this behavior?

• Is there a way to troubleshoot or audit why a specific user can or cannot view a particular lead?

We would appreciate any guidance on how to investigate this issue and ensure consistent lead visibility across our team.

we truly appreciate any guidance and help in this regardance.

Thank you for your support.

Best Regards,

[Your Name]
[Company Name]

[shivamg0702]

Since some users are unable to view certain leads, it might most probably be due to User Permission.

To troubleshoot, you can impersonate the user by going to the User and clicking on Impersonate button:

Now you will be able to impersonate and check what the User is seeing.

You can directly go to the Lead doctype and check what are the different types of restrictions the User has from the below icon:

Click on the icon and you will see the restrictions the User has.

In many cases, this turns out to be the reason for inconsistent visibility.

Hope this helps point you in the right direction.

[francis1]

check on roles if its not ticked only of creator