"Reports to" section in "User Management" is Not working if "Assign User" not mentioned. Please suggest.

Suppose I have 3 employee A, B and C.

A is Admin user who Assigns opportunities to User B.

B reports to C.

But in current scenario, C is not able to see any opportunities of employee B which A assigns.

  • Hello Sourav Dutta

    So, I basically recreated your scenario on a Fresh Sugar 8.0.1 instance to see if it was actually the case in an out of the box sugar. Turns out, it's not. So I think the scenario you're facing has something to do with the roles and permissions.


    Please see the attached video of the scenario that I duplicated on a fresh sugar instance for you help.

    Regards,

    Arslan Irshad

  • Check the teams of all users and the record, also check if the admin user having standard teams set in his profile which will be set on newly created records that are not accessible for user C.

    Bests

    Björn