Allowing Admin To See Only Assigned Data
It would be very useful to be able to be an Admin in an account (and be able to make changes to campaigns, etc) while also being able to isolate and see only my assigned data under Conversations and Opportunities Boards when managing a team.
HIGHLVL-I-2522
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S
Sales & Marketing
Merged in a post:
Enhancement of "Only Assigned Data" Visibility for Admin Roles in Real Estate Teams
A
Alicia Nichele
Currently, the "Only Assigned Data" option works only for User roles and not for Admins.
However, in the context of a CRM designed for real estate teams, it would be extremely valuable to allow "Only Assigned Data" to also apply to Admin roles.
Concrete Example:
In a real estate team, it is common to grant Admin access to senior agents so they can add users or manage certain settings within their subaccount.
However, even with an Admin role, we would like these users to see only their own contacts and opportunities (and not those of other team members), in order to maintain lead confidentiality between agents.
Suggestion:
Allow the "Only Assigned Data" setting to work for Admin roles as well, or add more granular permissions for Admins to better control data visibility.
This would enable better team management in industries like real estate, where maintaining client confidentiality between agents is essential.
S
Sales & Marketing
Merged in a post:
Agency users should be allowed to see only assigned data to some sub-accounts and all data to others
M
Med-Wave Agenzia Marketing
ACCESS DATA FOR AGENCY USERS - HELP!!!
I've added a team member to my agency. He is a sales of my agency (THAT REQUIRES ONLY ASSIGNED DATA) but also need to give him access to all the customers with whom he has the commercial relationship to keep in touch, upsell ecc.
The problem is that in my agency subaccount he needs to have access only to assigned data while in the customers subaccount access to all data but if i set "only assigned data" he has that option to all assigned subaccounts.
I tried to change permission from inside a specific sub account from "only assigned data" to "all data" but the setting changed globally for this user that has now access to all the datas o my agency subaccount.