I've just installed TeamsOS3.3d. What I want to set up seems very simple, but I'm having a hard time figuring it out.

Here's what I want (we'll just deal with Contacts, for simplicity) :
- Every user sees only their own contacts.
- UNLESS they are a manager. Then they can see all their underling's contacts.

That's it. I think that what I want is a private team for each user, and then use the "reports_to_id" to designate managers, but I set that up and it didn't work... The manager couldn't see his underling's contact records. No one has any roles assigned, and the entries in the DB look up to snuff.

What do I need to do differently?

Also: the search module seems to totally ignore teams assignments. Anyone can search for a contact and see their name in the results list. They can't view the actual record, but I don't want other people's contacts showing up in search results, either. I suspect there's some relatively simple function I can add to the query that will allow only team-contact-owners (and their managers) to see a contact's name in the result list. Does anyone know what it is?

Thanks
Eileen