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User able to access others opportunities records

Posted on by 65

User A created an account and User B used that account in the opportunity record. Now user A is able to see the opportunity record where user A created account was used by user B opportunity record. Both are from different Business units and Teams but with the same security roles with the opportunity to read, write & delete privileges set to the user

How to disable user A's access to User B's opportunity record?

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  • RE: User able to access others opportunities records

    Check by giving "read" permission user level for opportunity

  • RE: User able to access others opportunities records

    Exactly that is what we don't want. we want salespeople to associate the account with opportunity and in case the account doesn't exist, create them. We cant have an operation going out of the way.

  • RE: User able to access others opportunities records

    Thats, right.

  • RE: User able to access others opportunities records

    In that case, others won be able to see the accounts created by this user and won't be able to associate them with opportunities.

  • RE: User able to access others opportunities records

    Hi,

    I believe the read privilege for the account given to the user is business unit level instead try giving user level-

    pastedimage1650001973437v1.png

    Hope this helps!

    Regards,

    Venkatesh N

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