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Making Accounts available for all users
Question asked by
on Aug 26, 2015
on Aug 26, 2015 by Alex Nassi
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I uploaded information in Accounts, but 'regular users' cannot view the accounts. Is there a way to make Accounts universal to all users?
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Aug 26, 2015 8:57 PM
This is likely due to Team settings on your instance. The accounts are possibly associated to a team that regular users are not able to access (maybe your private team?). Please go to one of the uploaded accounts and see what the team association is, if any, and see if the regular user has access to the team. I suggest that you have all of your accounts associated to the Global team and make sure that all users have access to the Global team as well.
Here are some links that may help:
Administration guide section on Team Management
Knowledge Base article on
Troubleshooting Users Unable to View Records
Knowledge Base article that will help configure this so that you do not run into this issue in the future:
Assigning All New Records to the Global Team
I hope this helps!
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