I had posted a doubt earlier where quick Find is not able to fetch an account for the users, while i'm able to find it. I found the reason that the Account Owner was changed to someone else, and thats why the user wasnt able to view it.

Here is my doubt. As the admin, i was able to view the account. But the users are not. Also, i found out that when the accounts were listed By State, the user wasnt able to see nearly 3000+ accounts, which i was able to view. So, inorder to make my user view all the accounts, just like the admin account, where can I make the changes? What possibly can do this?

The problem is security.

You need to determine who is the Owner of those Accounts that aren't visible to the users.

Then you need to determine if the Owner is a Team or a User (Based on the SeccodeType)

Open up the SLX Administrator tool.

If the owner is a Team, go to the Teams module and expand the Team(s) that you identified and add any users that need to have access to those records.

If the Owner is a User, open the User's profile view and on the Security tab add the users that cannot see the data onto his profile to grant them access to these records.

Now, not sure how your security was Implemented to work, but it may be possible that based on your Business Rules, the ownership of the records is wrong, in which case you could use the Territory realignment tool within the Administrator to fix it.

Yes, exactly, thats the point where I was going to. I made my user a member of all the teams, and he was able to view a lot more accounts. But, still there were some accounts invisible for the user. So my guess is that, there are many accounts that are owned by Users instead of teams.

So, another doubt coming in the way is suppose X is the owner of an account and he belongs to the team XYZ. In that case, another user Y who also belongs to XYZ can view the accounts owned by X, or do we have to explicitly make Y able to view his accounts using Saleslogix administrator?

It seems that you are going round in circles with this a bit. Maybe you should just state what you want to achieve and let us help you get there. Do you want to change accounts which are owned by individuals so that they are owned by teams? No problem.

There is no need for any guesswork in all of this - it's fairly easy to get a list of all the different account owners in a database, with counts.

Well, I do have the list of acccounts and owners, but the users are not allowed to have the look into database. So, I do have to dive into the databse to get the users  details.

In simple words, what can i do to make a user view all the accounts (irrespective whether its owned by teams or users)

Quote: Originally posted by Libin -- In simple words, what can i do to make a user view all the accounts (irrespective whether its owned by teams or users)

Several options come to mind:

1) Let them log in as ADMIN.

2) Change security in Administrator so that they can see all accounts (by ensuring that they are a member of all teams which own accounts and that they can access any accounts owned by users).

3) Realign territories in Administrator to ensure that all accounts are owned by teams which are accessible by the user.

4) Realign territoroes in Administrator setting the owner of all accounts to Everyone.

5) (Depending on what you are trying to do) establish a native SQL connection to the SLX database in code and execute your queries using this connection rather than your SLX OLEDB connection. This bypasses security and should generally be used only for read-only purposes.