Lead Visibility Issue Across Users

ERPNext
,
1

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,

Prakash Josyula,

[email protected]

Clonetab Inc.

2

The permissions on frappe CRM works in the below three layers:

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image2125×1437 188 KB

With this release (v1.72.0):

  • Sales Users can now only see their own + assigned records

  • Sales Managers continue to see all records

  • Admin behavior remains unchanged

Sales Hierarchy lets you define a reporting structure inside Frappe CRM

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image2940×1554 207 KB

On easy way to check, why are some records not visible to some users, see permission inspector. It is a very under rated tool but really works like magic.