Hi Everyone,
We are needing to define access to CRM records that have a workgroup designation (Leads, Opportunities, Business Accounts, Contacts etc) at the workgroup level. After searching on the community here I came across a post with similar requirements which was answered with a customization:
https://asiablog.acumatica.com/2019/03/access-restrictions-by-workgroups.html
We have the same requirements as the blog states:
”Customer want to limit visibility of certain documents and entities between different users and group of users:
- Users should see the entity or document if he is creator, owner or belongs to a workgroup that can see the document.
- If users see the entity or document than all his managers should also see the same document.
- Users who don’t belong to assigned workgroups should not see the document or entity.
It is possible that documents or entities are assigned to multiple workgroups simultaneously
- For example, car sales department and insurance sales department should see the same opportunity if the work on the same deal.
- If assigned groups are independent than managers of both groups should see the same deal.”
I am hoping that the five year time gap between this blog post and present day has provided a more simple solution to this issue. Do we have an easier way to restrict access to CRM records via workgroups?
Thanks!