Hi
I received an interesting requirement to implement but not sure if its possible.
What we have:
- two security roles, Agent and Manager
- leads are coming in Dynamics through website and assigned to default user Admin (System Administrator role)
What is required:
- Agents should be able to assign Opportunity to themselves only and only if current owner is Admin
- If current owner is not Admin, changing owner should be disabled
- Managers can reassign Opportunities without any limitations
Right now I was able to limit Agent role to disable assigning owners completely, but can't find a way to allow it just under specific conditions.
Please feel free to share your ideas.
Thanks.
