Understand lead-filter template ownership
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
This guide explains that why templates are visible only to their staff owner.
Where to goAdmin Area → Lead Filters → Lead Filter Templates
Before you start
- Verify the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide helps you do
Know why templates are visible only to their staff owner The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Compare the template list under two authorised staff accounts.
- Verify each sees only their own saved templates.
Fields and options
staff_idOwner stored with each template.
Rules and limits
- No sharing/transfer workflow is implemented.
Check it worked
- Understand lead-filter template ownership completes without a validation or permission error.
- The refreshed report, menu or saved-template page shows the expected state.
- A second authorised user sees only the records and navigation allowed by their core CRM permissions.
Security, privacy and operational checks
- Test changes with a non-production record or a controlled administrator account before wider rollout.
- Do not use navigation visibility as a substitute for core CRM record permissions.
Related guides
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