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Team based permissions

Rachel Craft

We're about to take on a new member of staff who will be field based.  Is there a way of allowing him access to add new leads, opportunities, accounts etc but without him being able to see the office based system?  I will need myself and one other to be able to view them.  

We don't group anyone via teams (apart from the private team it sets up automatically) as there is only one team.  

 

Is there the possibility of setting up a parent and subsidiary format for teams with a parent team and 2 subsidiaries??? 

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    Hi Rachel Craft,

    • set up the user
    • create an own 'field' team for him
    • remove him from Team Global
    • Adjust his profile to set the team visibility of his new records to just his team
    • Add the 'field' team to all users who should see his records but make sure it will not be added to their standard teams within their profile to avoid other records will be made visible to him automatically

    Now everyone can see his records but he can only see his own records. Please keep in mind that he will be able to create duplicates as duplicate check is affected by what "exists" in the database from the users perspective.

    If you want to share additional records like a task or Opp, just add the 'field' team to this records you want to share.

    Bests

    Björn Canales Pfisterer

    Technical Support Manager

    provalida GmbH

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  • 0

    Hi Rachel Craft,

    • set up the user
    • create an own 'field' team for him
    • remove him from Team Global
    • Adjust his profile to set the team visibility of his new records to just his team
    • Add the 'field' team to all users who should see his records but make sure it will not be added to their standard teams within their profile to avoid other records will be made visible to him automatically

    Now everyone can see his records but he can only see his own records. Please keep in mind that he will be able to create duplicates as duplicate check is affected by what "exists" in the database from the users perspective.

    If you want to share additional records like a task or Opp, just add the 'field' team to this records you want to share.

    Bests

    Björn Canales Pfisterer

    Technical Support Manager

    provalida GmbH

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