Establishing a User, Team Lead, and Manager Hierarchy

To create a hierarchy in Frappe/ERPNext, where you have:

• Lead owners who can only see their own leads.
• General manager who can see everything

Steps:-

1. Create User Roles
• Ensure you have roles like Lead Owner and General Manager already defined.
• If not, go to Role under the "Settings" module and create them.
2. Assign Roles to Users
• Assign Lead Owner to the users responsible for leads.
• Assign General Manager to the user who oversees everything.
3. Set Permissions for Roles
• Go to Role Permission Manager (search for it or find it under "Settings").
• Select the Lead Doctype.
• Configure permissions:
1. For Lead Owner:
• Check Read, Write, and Create.
• Set Apply User Permissions and select "Only If Creator." This ensures they can only see and manage their own leads.
2. For General Manager:
• Check Read, Write, Create, Delete, etc., as required.
• Do not restrict by owner. This allows the manager to see all leads.
4. Save and Test
1. Log in as a Lead Owner:
• Ensure they can only view leads within their group.
2. Log in as a General Manager:
• Verify that they can view and manage all leads across all groups.