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I use Customer Service Hub in the Cloud, which is what my CRM turned into. I am an Admin for Microsoft 365. I have another user in my work domain who has access to Customer Service Hub, but he can't see my accounts, cases, or KB Articles. I would like to share these with him, because we work together on all projects. Is their an Admin tab for Customer Service Hub where I can do this? If not, is there another way to give him access?
Thank you,
Steve Simon
PDG Consultants
Hi Steve,
Below are the suggestion for above request:
1. Please check security roles of another user. There might be scenario user has read level access to account, cases and KB articles. if true then make it Business Unit level so that he can access the Business Unit level account.
2. We can use access team template concept and you can share only those records which was owned by you.
we can automate this using plugin in such way whenever records created for required entity then add user to access team.
https://carldesouza.com/access-team-templates-dynamics-365/
3. You can also create one Team and create one security role having Business Unit level access to required entities. Then add all required user in new created team.
Hope this helps.
Thanks,
Pradeep.
Please mark this as VERIFIED if it helps.
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