improve visibility groups functionality

Mathieu Lemaitre
Mathieu Lemaitre Member Posts: 3 VERIFIED MEMBER
Name Dropper First Comment


This scenario is causing me issues with visibility groups, and it does not seem there is an easy solution to do it:

  • some users, let's say group A, have to see all leads/deals/contacts
  • some others users, group B, should only see their own leads/deals/contacts
  • ownership of leads/deals/contact can change from someone in group A to someone in group B, or from someone in group B to group A

I tried to configure two visibility groups, one "group A", with a default visibility set to "Owner's visibility group", and a "group B", child of group A, with a default visibility set to "Owner only".

This works, as long as there is no ownership change. If the owner of a deal change from group B to group A, as the visibility is still "owner only", only the owner can see the deal, not all group A.

Is there a way to use the visibility groups only based on the "viewer", not on the "owner" ?

For example, is user is part of this group, he can see all deals/leads, and he's part of this other group, he can only see it's own deals ?



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