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Community site session details

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Customer experience | Sales, Customer Insights,...
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User able to access others opportunities records

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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?

I have the same question (0)
  • Venkatesh Nadar Profile Picture
    on at
    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

  • Ravinder Singh Jamwal Profile Picture
    65 on at
    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.

  • Venkatesh Nadar Profile Picture
    on at
    RE: User able to access others opportunities records

    Thats, right.

  • Ravinder Singh Jamwal Profile Picture
    65 on at
    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.

  • Venkatesh Nadar Profile Picture
    on at
    RE: User able to access others opportunities records

    Check by giving "read" permission user level for opportunity

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