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Customer experience | Sales, Customer Insights,...
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Opportunity Ownership

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Posted on by 20
HI some of my users receive an error "Access is denied" when trying to take ownership of an opportunity. The User has the "Assign" role checked for them. Any idea how this can be resolved please?
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  • Verified answer
    Holly Huffman Profile Picture
    6,554 Super User 2026 Season 1 on at
    Hi there! 
     
    Couple of suggestions - apologies if you've already tried these: 
     
    • If the user is part of a Team - sometimes the Permissions assigned to the Team override the individual's permissions
    • In addition to "Assign" - does the user also have "Write" - by assigning themselves as owner, the are modifying the records so they'll need READ, WRITE in addition to ASSIGN.
    • If you are using Business Units - double check the user is in the correct business unit and there aren't restrictions based on the business unit hierarchy
    • Review any field-level security that is set 
     
    hope this helps! 

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