Understand task-filter template ownership
This guide explains that why saved templates are personal to the current staff account. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Task Filters → Task 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 you’ll accomplish
Know why saved templates are personal to the current staff account. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Sign in as the template owner and note the template list.
- Sign in with a separate authorised test account.
- Go to Task Filter Templates.
- Verify the first user’s templates are not listed for the second user.
Fields and options to review
staff_idStored with each filter template.
List/Get/Delete scopeRestricted to the current staff ID in the model methods used by the UI.
Rules the system enforces
- The module does not provide a shared-template or transfer workflow.
How to confirm it worked
- The ownership test 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.
Continue with related guidance
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