> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lynkacrm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Record scope: Mine, team, and workspace visibility

> Understand how Lynka record scope controls which leads, deals, tickets, dashboards, and reports a user can see after product access is granted.

Record scope controls **which records are included for a user** after they already have access to the product area.

It is different from permission to edit a record and different from whether the plan includes the feature.

## The main scope ideas

| Scope     | Practical meaning                                                                |
| --------- | -------------------------------------------------------------------------------- |
| Mine      | Records owned by the current user                                                |
| User      | Records associated with a selected user when the requester can inspect that user |
| Team      | Records available through the relevant team relationship and permissions         |
| Workspace | All workspace records the user is allowed to see                                 |

The exact options shown depend on the product area and the user's permissions.

## Example: two salespeople and one manager

Salesperson A owns ten open Deals. Salesperson B owns twelve. The manager has team-level visibility.

Under **Mine**, Salesperson A should not suddenly see Salesperson B's Deals simply because both people belong to Sales.

Under **team** scope, the manager can review the team's twenty-two Deals where the access model allows it.

The owner may have wider workspace visibility without becoming the owner of all twenty-two records.

This is why ownership and scope are separate concepts.

## `view_all` expands visibility, not authority

Permissions such as `lead.view_all` and `deal.view_all` can widen which records a user can see.

They do not automatically grant permission to create, edit, delete, assign, close, or reopen those records.

A manager may legitimately see a Deal they are not allowed to perform a sensitive lifecycle action on.

## A requested scope can be reduced

A filter or report can request a broad scope, but the access layer must still enforce what the user is allowed to see.

A restricted user should not become a workspace-wide viewer just because the front end sent `workspace` in a query.

## Scope affects dashboards and Reports

Two people can open the same report title and see different totals because their record scope differs.

Before calling the calculation wrong, compare:

1. report period
2. selected scope
3. team or user filter
4. product-area access
5. `view_all` or team visibility permissions
6. reporting exclusions
7. currency and timezone when the metric depends on them

## Scope does not bypass product access

Workspace-wide Sales visibility does not grant Reports access. Team-level Deal visibility does not grant Accounting. A user still needs the product area and action permissions required for the task.

Think of the access chain as:

**workspace state → plan capability → enabled product area → role or user access → record scope → action permission → record lifecycle rule**

## Teams and one person in multiple groups

A user can belong to more than one team. That makes small-business structures easier to model when someone helps both Sales and Support, or when a manager oversees more than one group.

Do not assume multi-team membership means the person should see every record in every product area. Product access and permission rules still apply.

## When a record is missing

If the user can open the area but one record is missing, investigate ownership, team membership, scope, and `view_all` or team permissions.

If the entire area is missing, investigate plan, installed areas, and user product access instead.

<CardGroup cols={2}>
  <Card title="Assign work" href="/teams/assign-work">Understand ownership without using it as a security setting.</Card>
  <Card title="Manager visibility" href="/teams/manager-visibility">Give managers team visibility without making them Admin.</Card>
</CardGroup>
