1. Common Data Permission Troubleshooting

1.1 Permission Exception Investigation Process

• First, use the data permission query tool for preliminary investigation
• If the issue persists after investigation, submit a bug report to the R&D team for in-depth analysis

1.2 Data Visibility Issues

Related Team Member Permissions

• Department Member View Permissions
  • Employees only have read-only access to data when their primary or secondary department is the sales department
  • Employees in sub-departments of the sales department have no data view permissions by default
• Account Data Special Notes
  • Account Pool data (without an owner) is invisible to related team members by default
  • To request view permissions, apply to enable the corresponding beta feature

Department Management Permissions

• Department Head and Assistant Permission Scope
  • Can only view and edit data belonging to their responsible department
  • Permissions are unrelated to the data owner’s primary department, only related to the data’s assigned department
  • Verify whether the data’s assigned department falls under the department head’s jurisdiction
  • When a department is deactivated, the system automatically revokes data permissions for the department head and assistants

2. Data Sharing Related Issues

2.1 Owner-Based Data Sharing

• Data Sharing Prerequisites
  • Data must have a designated owner; data without an owner won’t be shared
• Target Department Permissions
  • Only visible to direct employees of the target department
  • To make it visible to sub-departments, check the “Include Sub-departments” option

2.2 Department-Based Data Sharing

• Sharing Restrictions
  • Data from deactivated departments won’t be shared
• Access Permissions
  • Only visible to direct employees of the target department
  • Sub-department access requires enabling the “Include Sub-departments” option

2.3 Condition-Based Data Sharing

• Data Sharing Activation Time
  • Data sharing typically takes effect within approximately 2 hours after enabling or disabling, depending on data volume
• Account Data Sharing Special Notes
  • Account data without an owner doesn’t participate in condition-based sharing by default
  • Request approval to enable sharing permissions for ownerless data
• External Condition Sharing
  • Invalid when the account’s external owner is empty
  • Request approval to enable sharing permissions for data without external owners

3. Special Object Permission Notes

3.1 Sales Records

• Follow independent permission processing logic
• Contact the social team for permission issues

3.2 Contract Object

• Contracts in non-active status don’t support owner changes

3.3 Refund Object

• Edit permissions for refunded status data are limited to:
  • Owner
  • Owner’s superior
  • Administrator

3.4 Sub-object

• Permissions are inherited from the Primary Object
• Not displayed separately in [Data Permission Management]

3.5 Personnel Object

• CRM administrators have no permissions by default
• Requires separate authorization through methods like data sharing

4. Temporary Permission Notes

• Temporary permission rules only apply to new data after configuration
• Don’t affect node data that existed before configuration

5. Common Issue Solutions

Notes

1. Verify data status before making permission changes
2. Special permission requests should go through formal approval processes
3. After permission configuration changes, perform permission verification tests
4. Contact technical support for complex permission issues