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Example: User A owns Account A. User B would like to create a Contact on Account A but keep it hidden for confidentiality reasons. Can this be done in CRM 2015?
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Absolutely. You can control access to the contact using security role. If user A and User B in different Business units ,in security role make sure User A ans User B security role as read/Append/Append to privilege @ orgnization level and for contact add privilege read/append/Append To @business unit level this they can not see other business unit contact. If both are in same business unit then you need to have contact read privilege @user level .
Okay, let's take the case where they are both in the same business unit.
You say, you need to have contact read privilege at user level. I already have set Contact read privilege at user level, but for some reason, User A can still see the new contact once the contact has been associated to the account that he owns. If the contact is not associated with the account, then no, User A will not see it. But as soon as the contact is associatd with Account A (which User A owns), then User A can see it, even though his contact read privilege is at user level.
check the ownership of the contacts may be contacts are assigned to account owner.If contact owner is USer B then USer A can't see contacts owned by user B , if read privilege is set @user level
I have checked the privileges on the security role. Both User A and User B have the same security role. On both Account and Contact, the level is set to User. So when I created a contact owned by User B, User A could not see this contact, but once I associated this contact to User A's account, automatically User A started seeing this contact. Can you, or anyone else, please confirm, if this is the way CRM works?
This is not a default behavior. May be you assigned contact to User A at some point and reassigned that contact back to User B in that case user A will have access even though user B owns the contacts. This is because in system settings there is a settings called "Set whether re-assigned records are shared with original owner" and that option is set to yes.
Good to know that it's not default behaviour, but I need to now understand what I'm doing wrong. This is a fresh database, no history, and I have just created these accounts and contacts. I did check the system setting you mentioned, but the option is set to No. Are there any other settings I need to check? This is a demo database and everything is set to factory settings so far.
It's better if I clarify as I missed out some info. User B is the Sales Manager, and User A is the Sales Exec. User B should be able to see all accounts and contacts of User A, but not vice versa. The system should allow User B to create contacts on User A's accounts that are confidential, so User A will not be able to see them until User B, as a manager, decides to share the info. Having said that, I still need User A to not see contacts that he doesn't own and doesn't have access to, even if they are associated with accounts that he owns. How do I achieve that?
Can you post the security screen shot of both the users?
I have posted the security role for both users. One user is set to the Sales Manager role, and other one is the Sales person. Is this what you were asking for, or is it the actual user details screen?
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