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How I can sharing access and maintain team concept
#1
How I can sharing access and maintain team concept

My situation is salesman only can see and editing contacts with assigned to is yours, I means assigned to yourself

Your supervisor, need access your team

But in some situation, supervisor, supervisor 1, supervisor 2 needs access all registrys ( include the others teams )

How I can configure that access?

Consultor comercial = salesman


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Ranieri
eCRM Web
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#2
Is there problem in created a many rules, circuled for example

Contacts of supervisor can be access thru supervisor 1
Contacts of supervisor can be access thru supervisor 2
Contacts of supervisor 1 can be access thru supervisor
Contacts of supervisor 2 can be access thru supervisor

etc ..


It´s only ideia I can imagine...
Ranieri
eCRM Web
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#3
The solution is with exceptions as you indicate, the problem with that is that the system gets slower.

Another option is to put all the supervisors together in a superior role in the hierarchy so they all can see what is happening to everyone below.
Joe
TSolucio
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#4
Sorry not understood how I do that
Because all supervisors is in the same level and is necessary maintain your salesman in sepated time ...
Ranieri
eCRM Web
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