Unshare an Account

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Posted on by tim12345

We have different sales people who look after their own customers (Accounts) and they should have no access or be able to see Accounts that they are not the owner of. These records have been assigned to new sales people (sometimes several times) and somewhere down the line someone has shared a record. I now cannot unshare these records which is a problem.

I have tried unsharing these records 1) as the administrator, 2) the owner of the record 3) and the user who it has been shared with but it is stil shared.

Google searches have thrown up options involving sql which is above my CRM skills.

Has anyone else had this problem and solved it?

Thanks

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Aileen Gusni 44,524 on at

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Hi Tim,

You are CRM Online user, right? So SQL Access is cannot be the solution, otherwise, need to write fetch xml and execute it to show the list some where.

mscrm-chandan.blogspot.com/.../get-shared-records-for-userteam.html

The only thing you can do to clean up is using manual way..

You as system admin, make sure that your salesperson security role (only one role, don't assign multiple roles) only enables them to see their user-owned level for Account (for example)

Need your new sales person (using their own account with the security role only can see the owned account) to check the account which is not owned by them, but they can see:

Using advanced find:

Once they get the result, since they can see the records that not owned by them but in fact their security role does allow this, it means that the records have been shared to that user and you need get them to unshared it.

Hm..it is manual way.

Thank you.

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tim12345 on at

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Thanks for your reply. I have been able to find the shared records but I cannot unshare them.

As the administrator I have opened each record individually then clicked share, added the user who the record is shared with, I make sure all the boxes to read, delete, share, etc are not ticked and then save.

I then exit the record thinking this is now unshared but the sales person (not the owner) can still see it.

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Aileen Gusni 44,524 on at

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So, you should go to salesperson security role, and check the privileges of Account read + that Salesperson got any other related Team or not.

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tim12345 on at

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I have checked all privileges and the security settings are correct and across our accounts for all sales people this only affects 5 records. When I dig into this further all 5 of these records have been merged with other records in the past (deactivated accounts have since been deleted). Other than create 5 new accounts and re-input the data do you have any other suggestions?

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