I need a salesperson to be able to see only their own records and not all other Opportunity records created.
This is currently my permissions tree
Organizational roles:
Functional roles:
Object permission configuration:
I'm running a test with a user who belongs to KAM CDMX and Comercial, and in the opportunities list, he sees all the opportunities, not just those he created.
The opportunities were uploaded in bulk, and he owns approximately 500, but he sees them all.
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Hi
As we see from the screenshots - the record permission is already granted for the functional role Comercial. This means that access to specific records is obtained by:
- The record author and their management role.
- The record owner and their management role.
- System administrators who have the “Add any data,” “View any data,” “Edit any data,” and “Delete any data” system operations.
Learn more about record permission in this Creatio Academy article.
If the user is still able to see all Opportunity records, it usually means that access is being inherited from another source. Please check the following points:
- Verify the Owner and Created by field in the Opportunity object - ownership can affect visibility.
- Confirm whether the user is not assigned to any other roles (functional or organizational) that provide "can read all" access or inherit broader rights from higher roles.
- Check if the user is not a manager of the role, since managers automatically inherit the permissions of users in their role, which can include visibility of all records.
You can find more details about roles in this Creatio Academy article.