Restrict Leads based on Employee Hierarchy

[gaurav-naik]

Outline (* Employee doctype = Employee form in ERPNext)

1. Employee Hierarchy will be set up in ERPNext.

2. Updated Role Permission Restrictions

   1. Restrictions will be on Employee Ownership and Auto-Sharing/Assignment
   2. Role: Employee. Is Owner = True
   3. Implications
      1. Any Employee (Mr. A) will be able to create leads in the system
      2. Mr. A will be able to see Leads created by him and assigned to him or shared with him.

3. Updated Auto-Assignment/Sharing rules

   1. Example:
      • Mr A reports to Mr B as per employee hierarchy.
      • Leads created by Mr A will be Assigned to (for email) and Shared with Mr B.
      • If Mr B. reports to Mr C, leads Created by, Shared with Mr A will be Shared with Mr C.

4. On Adding new Employee doctype

   1. Leads shared/owned by subordinates will be automatically Shared with the new employee AND with the employee to which he reports.
   2. On clicking "Update Lead Visibility" in Awfis Settings, the hierarchy will be traversed and Leads will be shared Following the scheme in Point 3.1

@anandamitabh @vickybiswas