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SLA on Lead entity not being displayed for users, even if they have necessary roles to read

Posted on by 20

Hello,

I have the next situation. I've created a SLA on Lead entity, activated it, set it as default, tested it multiple times and everything worked great for me. Now another user is trying to test it, but the SLA it's not being displayed for this user. I have to mention that the user has only one role, but the "Read" right has been granted for his role.

CRM is on premise, version 1612.

Any ideas why the SLA is not being displayed for this user?

Thank you!

  • Suggested answer
    Andrei U  Profile Picture
    Andrei U 20 on at
    RE: SLA on Lead entity not being displayed for users, even if they have necessary roles to read

    Hi,

    Point number 3 from here did the job. The append and append-to permissions were granted and then the user was able to see the SLA.

    Thank you!

  • Verified answer
    Charan Raju C R Profile Picture
    Charan Raju C R 3,155 Super User 2024 Season 1 on at
    RE: SLA on Lead entity not being displayed for users, even if they have necessary roles to read

    Hi Andrei,

    Please check if the any of the below steps is helpful to troubleshoot and resolve this problem.

    1. Login with another user account and open an existing lead record on which you are able to see SLA, and check if the user can see SLA

    2. If you're facing this problem only for the new leads being created by another user, check if SLA field on lead is set (also SLA KPI Instance fields, if any) upon lead creation

    3. Check if the user role has below permissions

       Read, append-to on SLAs, SLA KPIs

       Read, create, append and append-to on SLA KPI Instances

       Append and append-to access on Lead

  • RE: SLA on Lead entity not being displayed for users, even if they have necessary roles to read

    Hello, it seems strange if the role has been assigned correctly. Is the SLA being displayed to other users with the same role? Or does it not work for any other user excluding your user?

    Thanks!

    Community Support Team - Esteban

    If this Post helps, then please consider Accept as solution to help the other members find it more quickly.

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