I've 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?
Thanks
Eileen


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