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Emails

Posted on by 260

Can a user view emails where the owner of the email record is in a different business unit? They cannot see other units contacts and accounts, but is that the same for emails.

  • Verified answer
    Braccialle Profile Picture
    Braccialle 260 on at
    RE: Emails

    Thanks Ben. What they wanted in the end was a particular Security Role's to only read there own Business Unit emails on Contacts and Accounts. To achieve this so the emails did not appear under Activity on Social Pane in Contacts and Accounts was to give read access to BU on Activity entity. After refreshing browser and testing this worked.

  • Suggested answer
    Ben Thompson Profile Picture
    Ben Thompson 6,350 on at
    RE: Emails

    If its a single email you could share it with the appropriate users individually?

    You could also provide global read access to activity records but given that you have restricted access to contact and account records I really can't see why you would want / allow users to be able to see all emails / phone calls without allowing them to see the contact / account details.... I would recommend checking the requirement as it seems to make very little sense on a data security basis.

  • Braccialle Profile Picture
    Braccialle 260 on at
    RE: Emails

    At the moment it dont seem possible? is there any other way.

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