AnsweredAssumed Answered

Team based permissions

Question asked by Rachel Craft on Sep 9, 2019
Latest reply on Sep 10, 2019 by B_Canales

We're about to take on a new member of staff who will be field based.  Is there a way of allowing him access to add new leads, opportunities, accounts etc but without him being able to see the office based system?  I will need myself and one other to be able to view them.  

 

We don't group anyone via teams (apart from the private team it sets up automatically) as there is only one team.  

 

Is there the possibility of setting up a parent and subsidiary format for teams with a parent team and 2 subsidiaries??? 

 

 

Outcomes