Some of emploees doesnt see Opportunities and Calls. How can i solve this problem?
Hi Olga,
The access to records is set with a combination of the Teams and Roles.
The Team determines if a user can access a record / and the Role determines what they may do with the record.
I'd check the Teams first to see if they have any access to the record. Then the Role to see what they may do with it.
I hope this helps.
Hi Olga,
The access to records is set with a combination of the Teams and Roles.
The Team determines if a user can access a record / and the Role determines what they may do with the record.
I'd check the Teams first to see if they have any access to the record. Then the Role to see what they may do with it.
I hope this helps.