Assigning Lead Permissions

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Looking for some clarification on the permissions for assigning leads. What does the "Assign Lead" permission need to be set at specifically for users to ONLY be able to re-assign leads they have assigned to themselves already, but NOT assign any unassigned leads?

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NicksTuk 1,833 on at

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The Assign permission does just that, changes the ownership of a record you can modify to a new person/team you designate as the new owner.

For what you want to achieve, if I understand it correctly, you need a combination of roles and/or custom checks.

You can give the user permission to modify only the records he/she owns. This way, they can assign only the records they have access to modify.

Otherwise, you can implement a custom check to stop the assignment process if a custom condition is not met (e.g. current user is not the owner).

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Abed Haniyah 4,287 on at

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Hello ,

As Nicolae Tarla suggestion, you can implement a custom check to stop the assignment process if a custom condition is not met (e.g. current user is not the owner).

In your case, I thin you need to check if the Createdby Field equal the Owner Field then stop the assignment process :)

Hope this helps,

Abed.

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Aileen Gusni 44,524 on at

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Zen,

You can prevent users to Assign any records that is not belonging to his ownership only, by providing the security role assigning them privilege to assign up to User level only.

For example, cant assign Account to any other users if not belong to him then just minimalize the privilege of assigning Account to user level only.

Hope this helps.

Thanks.

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Community Member on at

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Aileen,

I think the problem when I altered to user is that they could assign unassigned leads, which we only want certain people to be able to do. I guess the combination will have to do. I'll look into the custom checks.

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Aileen Gusni 44,524 on at

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Zen,

Hm..

I suggest you to go for custom one, customize the Assign ribbon button.

And thus you need to store the history of assignment so that you know which record is valid for assigning or not.

Thanks

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Community Member on at

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What do you mean by an "unassigned" Lead?

All Leads must have an owner. If you set the "Assign" privilege on the Lead entity to "User" then the user will be able to re-assign any Leads they already own.

If the user is a member of a Team that has a security role that also has some level of "Assign" privilege, then the user will also be able to assign Leads that belong to the Team (or others, depending on the level of privilege the Team's role has). You might want to make sure that any Teams that might own Leads (before being assigned to an individual) only have roles with Assign set to "None"

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