The users need to see all accounts but not have the ability to creating new records. Is there a setting I'm missing? It doesn't seem possible to do in roles.
The users need to see all accounts but not have the ability to creating new records. Is there a setting I'm missing? It doesn't seem possible to do in roles.
John,
In Role Management, you will want to create a new Role and set the "Edit" column to "None" for Accounts. You can refer to this document for assistance.
Hope this helps,
Lori
Thank you! I figured it was something simple I was overlooking.
Thank you! I figured it was something simple I was overlooking.