Team level security is not working as expected for users

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Folks,

Attached is my security model. Teams are created under respective BUs (under Child BU1 and Child BU2). Users are added to the team and permissions are managed through teams and not at user level. An user named Alen is added under a Sales Manager Team under Child BU1 and assigned the Sales Manager Role. Now Alen is available to access the CRM System but unable to read/ create leads (same is happening for all the entities).

Any thoughts?

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gdas 50,091 Moderator on at

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Hi Vinod,

Did you tried to give the user individual security role? If not please try to assign individual see user can access leads or not.

Are you sure the security role having sufficient access ?

In addition try to create another security role copying Sales manager role under child business unit and assign that role to the team see how it's behaves.

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Did you tried to give the user individual security role? If not please try to assign individual see user can access leads or not. - Yes, when given at the user level, I was able to create leads.

Are you sure the security role having sufficient access - Yes

In addition try to create another security role copying Sales manager role under child business unit and assign that role to the team see how it's behaves. - No Change, Still Same issue

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Alex Fun Wei Jie 33,628 on at

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Hi,

can you show us the security role setting ?

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gdas 50,091 Moderator on at

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Hi Vinod,

Try to create new team in the root BU and assign the user to the team . Login with different user clearing browser cache ,system temp file .

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@Wei Jie Fun

Regarding Security role, I just created a new role by copying the OOB Sales Manager at the Root BU

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@Gautam Das

CRM online version, created new team in the root BU and added users to that team and then assigned the role to team. Still no luck

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