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Hi Guys,
What security level i need to give, so that people could create new activities/tasks and assign to various owners?
Thanks
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Hi Rasi,
Most of the OOB security role allows users to create and assign activities. You can use 'Sales Manager' security role (or copy it to create your own custom role) which by default has read permission for all activities available for the organization & create, update, assign for all activities belong to user's business unit.
Hi Rasi,
it depends on how the business units are configured, but, as long as your users have user-level create/read/write/assign on the activity entity, they should be able to create/read/write and assign their own activities.
Sure you can "promote" them and give BU-level permissions. They'll be able to do the same on the BU level.. and so on. Is there a specific question/problem?
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