CRM Online User Cannot Modify Not That They Created

(0) Share

Report

Posted on by Rick Bellefond CSM

Hi. I have an issue with two CRM users that both have the Salesperson's security role which in our installation means that they can only modify Notes that they have created.

So Salesrep 1 created a new Account, added a Note for that Account and then transferred ownership of that Account to Salesrep2.

If Salesrep1 goes to back to that Account and wants to modify the Note that they created they get an Access is Denied error message. At this point they can add a new Note for that Account.

We want to allow them to modify only Notes that they have created. What do we need to change?

Thanks

Rick Bellefond
RB Data Services
www.rbdata.com

*This post is locked for comments

I have the same question (0)

All responses (14)

Answers (1)

Suggested answer

PS 23,577 on at

Like (0)

Report
Copy link

Link copied!

Under the salesperson security role,

tab:core records

Entity Notes : change the write privilege to user level

Was this reply helpful? Yes No
Rick Bellefond CSM on at

Like (1)

Report
Copy link

Link copied!

Hi Prashant,

First of all, thanks for responding to my post.

I do have the write privilege set to user level for Notes in the Core Records part of Security.

This works just fine until Salesrep1 assigns the record to Salesrep2.

Salesrep1 can add a new Note for this Account just not modify the Note that they created before they Assigned the Account to Salesrep2.

What I am running into has something to do with Account ownership changing.

Thanks again.

Rick Bellefond

RB Data Services

www.rbdata.com

Was this reply helpful? Yes No
PS 23,577 on at

Like (0)

Report
Copy link

Link copied!

So you want that, whenever Salesrep1 assigns an account to Salesrep2, all notes related to this account must also be assigned to Salesrep2. Is that right?

Was this reply helpful? Yes No
Suggested answer

PS 23,577 on at

Like (0)

Report
Copy link

Link copied!

Go to settings>>Customization>>Customize the system>>Expand Entity list>>Select & Expand Account>>Scroll down to 1:N relationship>>Select Account & Note Relationship

Double click & open and also set relationship to 'cascade' instead of parental; save & close

Publish all customization

Was this reply helpful? Yes No
Rick Bellefond CSM on at

Like (0)

Report
Copy link

Link copied!

Nope, I want Notes that were created by Salesrep1 before ownership of the Account was transferred to remain modifiable by Salesrep1.

Was this reply helpful? Yes No
Rick Bellefond CSM on at

Like (0)

Report
Copy link

Link copied!

Ok, I will try changing the relationship and see if that fixes it.

Thanks

Was this reply helpful? Yes No
Rick Bellefond CSM on at

Like (0)

Report
Copy link

Link copied!

Nope, I am still getting a message saying Access is Denied

Was this reply helpful? Yes No
Suggested answer

PS 23,577 on at

Like (0)

Report
Copy link

Link copied!

Can you revert the settings from cascade to parental back.

Once done that, can you please check

Tab:core records

Entity Notes : change the append & append to privilege to Business Unit level

Was this reply helpful? Yes No
Rick Bellefond CSM on at

Like (0)

Report
Copy link

Link copied!

That where append and append to were set.

Was this reply helpful? Yes No
Verified answer

Rick Bellefond CSM on at

Like (1)

Report
Copy link

Link copied!

So I got it to work by changing the setting back to Configurable Cascading and then changing

Assign - Cacsade None

Share - Cascade None

Unshare - Cascade None

Reparent - Cascade None

I am not sure if all 4 of those had to be set to "Cascade" but that seems to work.

Thanks for your help.

Was this reply helpful? Yes No