Changing view company records to user records
In Unifier 26.9, all our contracts are in 1 shell.
We have vendor users with "view company records" permission level. Each company has 1 designated representative that is a Unifier user. The company can have multiple users who have to proxy in as designated representative to accept tasks. This makes it that when a company has multiple contracts, their users see all information for all contracts.
We are wanting to change to "view user records" to limit visibility.
Our issue is that we can have designated representatives change multiple times over the course of a contract. Currently, we change all open records with the new representative. That new rep sees all past information involving his company. However, if we change to "view user records", the new representative will not see the past records anymore. The only option we see is that we would have to individually forward all records to new representative. There are too many records to go into each one and forward it.