How to restrict access to leads for employees except the leads that these employees have been assigned by the Admin ? all other leads must not be visible by these employees
i do not understand why it does not work :
I have an employee (super admin) and 2 assistants (i put them in a security group for which I deactivated leads access)
My questions are:
why do I still see the leads in the employee account knowing that i disabled access to the security Group in which this emplyee is
how can i make only assigned leads only appear to this employee and not the others ?
When I assign leads in the group from the Super Admin, why the lead user name still appear as “super admin” as it should be the assistant name
Thanks you so much if someone can explain me the clear steps!
My advice is to set up this “typical” scenario exactly like it is described here, and once it is working, and you have played with it and understand it, then change it to fit your needs.
and im still able to view the leads from the employee account eventhough I created a new role, assigned my employee to that role, and disabled access to leads. why am i still able to view the leads from my employee account ??
I thanks I did what u said, it worked, and I wasnt able to access the leads from my employee account. the problem is that what i want to do is that i want to give access to this employee, only certain leads and not others. so how do i do that ?
i also tried to re activate the access to leads and all leads actions for that role and i cant re access the leads anymore. did i miss something again?