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Forum to discuss the use of the SalesLogix Web Platform, Client and Customer Portals, and the Application Architect (For version 7.2 and higher only). View the code of conduct for posting guidelines.
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providing permission
Posted: 08 Nov 09 11:22 PM
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Dear all,
While adding new accout, only the owner is able to access that accout but i require to access it even by Acct manager. with steps can any one please help me. |
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Re: providing permission
Posted: 09 Nov 09 3:31 AM
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Hi
In saleslogix when ever you select certain team/Member as owner only that person or respective team can access the account. If you need access to the manager also or if you need access to only owner and manager, you have to choose the owner as team (say midwest) that manager belongs to. So, logically the owner person and manager should be in the same team or may be manager in the sub team of owner's team. Other wise you can create a seperate team to the both the owner and manager and give them acess. Prior to this, if you need to give access only to two individual members belonging to two individual and independent teams is OOB in core functionality.
Regards
Mark
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Re: providing permission
Posted: 09 Nov 09 4:54 AM
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To clarify previous response:
- You need to define an Ownership model and properly structure.
- Within SalesLogix, you can create Teams based on your own structure, or you can use "User" teams.
- If you create Teams, you define the Owners and the Members (all of whom have access to records own by the team).
- If you use User Ownership, you can define who other than the User has visibility to the data.
Also, a key point is that once you define your security structure, then you should setup your Default Options so that whenever a user creates new Accounts/Contacts the data owner is properly assigned.
You can review the Help within the Administrator for additional Security and Ownerhsip information. |
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