AnsweredAssumed Answered

Make Selection of users filtered to only my team

Question asked by ROGELIO GOMEZ on Feb 15, 2017

I have several small groups that group independently.

 

I want that whenever an opportunity or some other task needs to be assigned, the manger can only see people reporting to him, or in his main group, and not the list of all the users in the system.

 

I´m attaching an example that how when assigning an opportunity I can see everybody in the system, but I want the user to only see people on his team.

 

This applies to several modules where you have to do similar activities

 

 

I´m using Professional 7.7.1.2

Outcomes