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Tracking Emails Form - permissions needed for "Change Regarding"

Posted on by 35

Hello,

On the Outlook form for email tracking there is an option to "Change Regarding" to change the company the email is tracked to.

I, as an Admin, can see this option.   But my users can't.   I am trying to find out what is required for users to be able to see this option?

Users don't have permission on "Deletes" currently.   This is because we don't want to open up deletes for all kinds of data.

Can someone guide us on this?

  • Suggested answer
    LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Tracking Emails Form - permissions needed for "Change Regarding"

    Hi partner,

    I created a new user with user level write permission and without delete permissions of Activity and this user could also see and use the "Set Regarding" button in App for outlook.

    pastedimage1583291337294v1.png

    pastedimage1583291354838v2.png

    pastedimage1583291366267v3.png

    So please make sure that your users have at least user level write permission to Activity.

    Best Regards,

    Leo

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