How to delegate access ?

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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

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gdas 50,091 Moderator on at

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Hi Thierry,

Please refer below -

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

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Community Member on at

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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.

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Rawish Kumar 13,758 on at

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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.

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