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Hello,
Title says it all. We had an instance where a Sales Rep attempted to change Ownership of an Account over to themselves, but instead, accidentally edited the current owner. We want to be able to have our Sales Reps edit Accounts/Contacts/Leads/Opportunities, but not edit the Owner attached to said Account/Contact/Lead/Opportunity. What permission do I need to toggle for their security role so this doesn't happen again?
Thanks in advance.
Hi nwebber,
You should assign your Sales Rep the Create/Write privilege of Accounts/Contacts/Leads/Opportunities like this screenshot:
And only assign them Read privilege of Users table:
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André Arnaud de Cal...
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