Dropdown owners limited to Team members or Object permissions

The goal is to restrict the dropdown options for Owner properties (Contact Owner, Deal Owner, Task Assigned To) based on the connected user’s team—or even better, based on their specific permissions.

Example:

  • If a user belongs to Team X and has permission to edit only tasks and contacts within that team, then when selecting “Assign To” or “Contact Owner,” they should only see members of Team X.
  • If a user has permission to edit all contacts and tasks, they should see all users in the dropdown options.

Thanks!