How do I set up Frappe CRM like this?
Manager: Can view, edit, or delete all leads and deals.
User: Can only view or edit leads and deals assigned to the user, or leads that haven’t been assigned to anyone else with a new or open status. And can’t view or modify leads/deals assigned to other users.
I’ve tried various user permission settings but haven’t found the one I want.
Anyone can help me please? Cz another user still can view/edit leads has assigned user.
In the doctype settings → Expand the Permission Rules → You should see a tickbox “
If user is the owner”
u can use client script or server method to get the assigned users emails and makes the fields 0 or 1 based on your requirments
there is also a way where u can set filters that a user only sees the leads assigned to them and can edit them
