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Normal Users able to Edit other Users from Account Card

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Posted on by 93

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.

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    Community Member UG Leader on at
    RE: Normal Users able to Edit other Users from Account Card

    Hi nwebber,

    You should assign your Sales Rep the Create/Write privilege of Accounts/Contacts/Leads/Opportunities like this screenshot:

    Screenshot-2022_2D00_03_2D00_28-093606.png

    And only assign them Read privilege of Users table:

    Screenshot-2022_2D00_03_2D00_28-093802.png

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