How to delegate access ?

(0) Share

Report

Posted on by Community Member

Hello,

I'm the IT guy and we do not have a computer provider anymore to manage our CRM (we're about to find a new one!). In the meantime, the sales department has asked me to create a user account that must be able to make an appointment for other sales representatives and access their customers (it is an external service provider who will act as a sales force).

As much as I know how to create a "classic" user account, I do not know how to do this type of operation.

Could anyone among you help me?

Thank you in advance!

Thierry

*This post is locked for comments

I have the same question (0)

All responses (3)

Answers (0)

Suggested answer

gdas 50,091 Moderator on at

Like (0)

Report
Copy link

Link copied!

Hi Thierry,

Please refer below -

technet.microsoft.com/.../dn531106.aspx

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

I already created my user. I just need to know how to allow him to make appointments on behalf of other sales representatives and access their customers.

Was this reply helpful? Yes No
Suggested answer

Rawish Kumar 13,758 on at

Like (0)

Report
Copy link

Link copied!

Hi,

if user has appropriate permissions (to assign records to other users BU) while creation itself user can select owner field as other user.

2nd option is to create the record and then later use "assign" button to manually assign the record.

Was this reply helpful? Yes No