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Customer experience | Sales, Customer Insights,...
Unanswered

CRM and security question (role and change owner)

Posted on by 20

Hello. 

I have a small question.   I think this has worked before but now it doesen't.

I have a role for a sales person,   On account  it has  Assign  set to "user"    

When this is set the "Assign"  button is removed on accounts that the user is not the owener of.  But the user can still change owner on accounts he don't own

from the "Owner"  at the top right (Unified interface) 

How can I prevent that?   Sholdn't that be prevented by the role already?

  • The Hulk Profile Picture
    The Hulk 20 on at
    RE: CRM and security question (role and change owner)

    I think we missunderstand each other.

    1.  I ONLY want user to be able to "assign"  Accounts that they own,  Accounts that someone else owns they should not  be able to re-assign.

    So in the security role,   on entity Account,   I have Assign set to User.    

    That works fine as it should for the assign button.   IE the user can only see the assign button on accounts he own  and cant see it on accounts he dont own.  So far , so good.

    But the user can still,  click at the top right corner  on the owner  and change it  eaven if they don't own the account.    I'm sure that a couple of weeks agao the user got an error message saying insuffient permissions (as they shold) if they did that,  Now it seems like they could change owner on every account that they DONT own.  from the owner field at top right of the screen.(In New UI)

  • Fabio Branco Profile Picture
    Fabio Branco on at
    RE: CRM and security question (role and change owner)

    Hi,

    I was not able to reproduce the same behaviour for a new sales person user on my test enviroment.

    The Sales person user is able to see the Assign button in the Ribbon of the Account form.

    Have you checked if the ribbon has costum display rules set in the Account form?

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