Only Assigned lead show the user

ERPNext
,
1

In my System there are leads come from many source through api then the owner of doc is the api user
There are a lead admin who assigned the lead to the users
i want that only assigned leads show that users

2

To achieve this, you can follow these steps:

  1. Create Two Roles:
  • Create a role called “Lead Admin.”
  • Create another role called “Lead User.”
  1. Set Permissions for “Lead User”:
  • In the Role Permission Manager, configure the permissions for the “Lead User” role.
  • Enable the “Only If Creator” option for the “Lead” document type. This will ensure users with the “Lead User” role can only see the leads they created.
  1. Sharing Assigned Leads:
  • When the “Lead Admin” assigns a lead to a “Lead User,” the system will automatically share the document with the assigned user, granting them access.

This setup ensures that each “Lead User” can only view leads assigned to them or created by them, while the “Lead Admin” retains the ability to assign and manage leads.