Allow Placing Salespersons into Teams with a Team Lead
Have user hierarchy, where you have Salespersons split into different teams that report to a Team Lead, and that Team Lead can only see projects from their Salespersons, and not from other teams.
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shared this idea
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null null
commented
Client would like to have team lead role users to only be able to see their specific sales reps under their team rather than team lead role being able to see all sales rep users. Would like an internal team structure editability
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commented
As a user I want the option to assign users to a specific team leader, a reports to option so that the team leader only sees projects of the users assigned to them.
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Peter G Almeida
commented
I need to create a "Manager" user so he can see certain sales reps quote etc. Yet not all of the reps. Is it possible to determine which user quotes a Manager can see?