Show leads to lead owner only (tried creator only not working as wanted)

[Shivam.thaker]

Hi all,
I want to implement, lead is only shown to the lead owner rather than showing it to everyone, if assigned by other user then also shown in lead owner account only.
Please help to implement it.

[NCP]

Hi @Shivam.thaker,

I think, please go to the Role Permission Manager, and Remove read rights from All Role. Then if the lead creator rights role is sales user/sales manager then enable Only If Creator and then reload and check it.

Thank You!

[Shivam.thaker]

I have already tried this, I am asking about the lead owner, not about the creator.I tried this option, in this permission lead is only shown to the creator, but I want to Implement that it is shown to the lead owner. not only creator

[AlaaL]

Did you solve this problem ?

[Shivam.thaker]

Yes, This problem has been solved using Sales Person Work around.

Hierarchy Base Views in Leads

@Shivam.thaker yes, it’s fully possible! But not without customizations! You will need to create some query_permissions and has_permissions hooks into a custom app. Frappe by default implement a plenty of those! You can take a look into they here and here

[Nirvisha_Soni]

You can use “Shared With” from the sidebar, but you will have to select the Lead Owner(User) every time.

[AlaaL]

I tried this solution also work

Show Leads to Leads Owner Only

Hi, You can set this in User Permission: [image] As per the above example. michelle@erpnext.com is the Lead Owner, and she will be able to see only the leads owned by her. Hope this helps.