Users are overwriting default view criteria and saving over defualt views

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Posted on by LCRMAdminG

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I have an issue I've been unable to troubleshoot. I have 1-2 users who have been accidentally overwriting system views like "Open Opportunities." They are using that as a starting point to create a custom view, but instead of saving as, and creating it, they are simply hitting save, and somehow saving over the system view.

I have pored over the security permissions these users have, and can't find anything about modifying system views, but it's happened about 4 times now. Any thoughts?

Thanks!

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RaviKashyap 55,410 Moderator on at

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Hi Toni,

You can take a reference from salesperson role and compare the security privileges under the customization tab.

Hope this helps.

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prt33k 6,907 on at

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Please change permission for Saved View :

Thanks,

Prateek

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LCRMAdminG 329 on at

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My view matches yours, under saved views the permission is by user.

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prt33k 6,907 on at

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So that mean user who created the view will be able to edit it. Are they able to edit others view as well?

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LCRMAdminG 329 on at

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Yes they are accidentally editing the system views like "Open opportunities" by changing the criteria then saving over the system view.

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prt33k 6,907 on at

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Ah.. can you remove even the user level write privilege?

As you can see in the screenshot, the 'Save' button appear as disabled. Is that not happening?

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LCRMAdminG 329 on at

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Thank you I think this may have solved it! I just lost the ability to use the save button on saved views as well. Hopefully this works companywide! Thank you!

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