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User Can't See Leads or Contacts
I have a user with role "Clerical" with access to All Open for Read, Add, Update & Delete
All of our leads, contacts & companies are available to everyone
But she can't see any leads, companies or contacts.
Restrict Company Access to Sales Territory
I have custom Companies field "Territory"
When an account rep logs in to bitrix, they should only see the accounts in their Territory. As well they should only have access to Contacts affiliated with those Companies.
What is the process to make this work: Groups, Company Structure, Employees etc
Thank you
Pages: 1
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