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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to add back-up cov...
Customer experience | Sales, Customer Insights,...
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How to add back-up coverage

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Posted on by Community member
I am /owner/ of many accounts. We have a new colleague,, and I would like to add him as secondary owner or back-up contact per account. Is there a way to do this?
Thanks!
  • Community member Profile Picture
    Community member 2 on at
    How to add back-up coverage

    If you're aiming to designate a new colleague as a secondary owner or backup contact across various accounts, the process may differ based on the specific platforms or services involved reasors hours

    Here are general steps to guide you:

    • Check Account Settings: Log in to the relevant accounts and explore settings related to account management, user roles, or permissions. Some platforms offer varying access levels for different users.
    • Invite User or Collaborator: If supported, invite your colleague as a user or collaborator. Look for options like "Invite User" or "Add Collaborator." Provide the necessary email address or username.
    • Assign Permissions: Once added, you may have the option to assign specific permissions, such as secondary owner status or read-only access, to your new colleague.
    • Confirm Email or Accept Invitation: Your colleague will likely receive an email invitation. They must confirm their email or accept the invitation to gain access.
    • Follow Platform-Specific Instructions: Platform-specific instructions may vary, so adhere to the guidelines provided by each platform for proper setup.

    Remember that not all platforms support adding secondary owners or backup contacts, and the terminology and steps can vary. Prioritize security and privacy considerations when granting access to your accounts, following best practices for user management and data protection wendy's breakfast hours

  • Community member Profile Picture
    Community member 4 on at
    How to add back-up coverage
    Hello
    To add a colleague as a secondary owner or backup contact for multiple accounts, you typically need to access the account settings or management section of each specific platform or service. This process varies depending on the nature of the accounts you own. Check the account settings, user management, or permissions sections for options to add additional owners or contacts. If it's a business or organizational account, you might have admin or managerial capabilities to modify user roles and permissions. Ensure you have the necessary access rights and consult platform-specific help resources if needed. white castle menu
  • Ram Prakash Profile Picture
    Ram Prakash 2,287 on at
    How to add back-up coverage
    Hi,
     
    Please share the Account to your colleague.
     
    if you want manually then Add a Lookup or Subgrid and Add user then by using plugin you can share the Record to the respective users
     
    Please mark as Answer if it is helpful and provide Kudos

    Subscribe : https://www.youtube.com/channel/UCnGNN3hdlKBOr6PXotskNLA
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  • Community member Profile Picture
    Community member 2 on at
    How to add back-up coverage
     
     
    Hello , 
    I have some write this you can read this 
    It seems like you're looking to add a new colleague as a secondary owner or backup contact to multiple accounts. The ability to add secondary owners or backup contacts might depend on the specific platforms or services you're using.
     
    There are some general steps you can take to achieve this:
    Check Account Settings: Start by logging into the accounts for which you want to add the new colleague. Look for settings related to account management, user roles, or permissions. Some services allow you to assign different levels of access to different users.
    Invite User or Collaborator: If the platform supports it, you might be able to invite the new colleague as a user or collaborator. Look for options like "Invite User," "Add Collaborator," or similar. Provide their email address or username as required.
    Assign Permissions: Once you've added the new colleague as a user or collaborator, you might have the option to assign specific permissions to them. This could include secondary owner status, read-only access, or backup contact rights.
    Confirm Email or Accept Invitation: Your new colleague will likely receive an email invitation to join the accounts as a secondary owner or collaborator. They will need to confirm their email or accept the invitation to gain access.
    Follow Platform-Specific Instructions: Depending on the platform or service you're using, the steps to add secondary owners or backup contacts might vary. It's important to follow the instructions provided by the platform to ensure proper setup.
     
    Keep in mind that not all platforms or services support adding secondary owners or backup contacts, and the terminology and steps might differ. It's also important to consider the security and privacy implications of giving someone access to your accounts. Make sure to follow best practices for user management and data protection. Popeyes Survey

    If you're using specific platforms or services, you might want to refer to their official documentation or support resources for detailed instructions on adding secondary owners or backup contacts.
    Thanks for read this.
  • Suggested answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    How to add back-up coverage
     Hi,
     
    Unfortunately, each account can only be owned by one user. A contact can only be associated with one account.
     
    By creating a Team in your environment, you can add your colleagues to it. You can change the owner of these accounts to the team.
    If he is given the user access level for "Create" and "Read" privileges, he can access the records of these accounts owned by the team.

    Could you provide more information about the features you are trying to implement?

    I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.
     
    Best Regards,
    Dengliang Li

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