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"Reports to" section in "User Management" is Not working if "Assign User" not mentioned. Please suggest.

Sourav Dutta

Suppose I have 3 employee A, B and C.

A is Admin user who Assigns opportunities to User B.

B reports to C.

But in current scenario, C is not able to see any opportunities of employee B which A assigns.

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    Hello Sourav Dutta

    So, I basically recreated your scenario on a Fresh Sugar 8.0.1 instance to see if it was actually the case in an out of the box sugar. Turns out, it's not. So I think the scenario you're facing has something to do with the roles and permissions.


    Please see the attached video of the scenario that I duplicated on a fresh sugar instance for you help.

    Regards,

    Arslan Irshad

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  • 0

    Hello Sourav Dutta

    So, I basically recreated your scenario on a Fresh Sugar 8.0.1 instance to see if it was actually the case in an out of the box sugar. Turns out, it's not. So I think the scenario you're facing has something to do with the roles and permissions.


    Please see the attached video of the scenario that I duplicated on a fresh sugar instance for you help.

    Regards,

    Arslan Irshad

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