Restrict users from assigning tasks to other team members
S
Stephania Pazmino
Currently, the “Only Assigned Data” permission correctly restricts users from viewing other users’ contacts, opportunities, tasks, and appointments. However, regular users can still create a new task and assign it to any other team member.
For teams that use strict ownership and accountability, this creates a control gap. Please add a permission that allows administrators to restrict a user so they can only assign tasks to themselves, unless an admin explicitly allows broader task assignment.
Example: Our outbound VAs should only manage and create tasks for their own assigned leads. They should not be able to assign tasks to another VA, manager, or account owner.
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