Provides Access Control for Sales Team Members and Leaders.
Sales Team Access Controls
Key Highlights
Sales team members can only access the sales orders, leads, and customers they created.
Sales team leaders can access both their own and their team members' sales orders, leads, and customers.
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Sales Team access right
Select the Sales Team access right as Team Member and Sales access right as User: Own Documents Only.
User can access only the Sale Orders created by him.
User can access only the Leads created by him.
The user can access only the contacts where they are the salesperson.
Select the Sales Team access right as Team Leader and Sales access right as User: Own Documents Only.
User can access only the Sale Orders created by him and his team members.
User can access only the Leads created by him and his team members.
The user can access contacts where they are the salesperson or where the salesperson is one of their team members.
Restricted Access for Sales team members
Sales team members have restricted access to only the sales orders, leads, and customers they have personally created.
Access for Sales team leaders
sales team leaders have access to sales orders, leads, and customers they have personally created, as well as those created by team members.
Sales team leaders can access their own Sales Orders, Leads, and Customers and the Sales Orders, Leads, and Customers created by their team members
Latest Release 18.0.1.0.0
28th April, 2025- Initial Commit
