I have following user case. Please let me know how to configure erpnext for it.
- Each manager is responsible for the some customers.
- The manager has a team - Team members are responsible for some tasks.
- The manager should be able to see and do CRUD operations for the tasks of the team members.
- Team members should not have access to the manager’s task.
- All team members should be able to see the task assigned to the team.
Quick resolve: Use Share feature to assign Projects to Manager and Task to their subordinates.
- In Project and Task, add a custom link field of User.
- In the Role Permission Manager, check Apply User Permission.
- Then click on “Select Document Types” and check User field.
Thanks for reply.
Does it mean that - there is no team concept in ErpNext ?