Related Team Permissions

  • Set the data permissions for viewing related objects for members of different roles under the current object
  • The sub-object does not support this setting, and the viewing permission cannot be configured for the sub-object as a related object. For example: the quotation detail is the sub-object of the quotation, and the quotation detail searches for associated products, then the related object data authority of the quotation detail cannot be configured under the product object.
  • If the related team of the associated object changes, the server needs to recalculate the related permissions. According to the size of the data, there will be a corresponding delay
  • When the related team is added, if the user is a team member, the modification record will be displayed
  • When adding/removing external related team members, the added/removed members will receive CRM reminder
2023-02-27
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