Hi,
after upgrading to onpremises Enterprise v12, one of my users is experiencing an issue in converting leads.
When clicking the Convert button, nothing shows. If he tries to move to another page, he is warned he didn't save the changes, then i guess something started in the background.
If i grant him Administration role, conversion works normally.
His permissions didn't change after the upgrade
What should i grant him to allow conversion?
Thanks a lot
Hi Marco,
As you are mentioning it is working with Admin User, and it is happening only with regular users after Upgrade.
Let us debug this issue step by step.
1. Please check the user is part of which roles and recheck the permissions of that user whether they have access correct permissions for the Accounts, Contacts, and Opportunities module. As these modules are part of the lead conversion process.
2. If you don't see any role restrictions and everything is proper, just remove that specific user from that Role and ask him to clear his browser cache and login to the instance, and check. If it is working fine after removing it from Role. I suggest you open the ticket with Sugar Team as it might be a bug also. As we have faced a similar kind of issue related to Reports module. The issue we faced is before the upgrade even if there are role restrictions it is not applied, after the bug is fixed the role restrictions are applied and regular users faced issues viewing the Reports.
3. As your issue is sounding similar to what we have seen earlier in the Reports module. I suggest you to debug in this way and then open the Sugar Ticket.
I hope this information helps you 
Thanks and Regards,
PK,
Hi Marco,
As you are mentioning it is working with Admin User, and it is happening only with regular users after Upgrade.
Let us debug this issue step by step.
1. Please check the user is part of which roles and recheck the permissions of that user whether they have access correct permissions for the Accounts, Contacts, and Opportunities module. As these modules are part of the lead conversion process.
2. If you don't see any role restrictions and everything is proper, just remove that specific user from that Role and ask him to clear his browser cache and login to the instance, and check. If it is working fine after removing it from Role. I suggest you open the ticket with Sugar Team as it might be a bug also. As we have faced a similar kind of issue related to Reports module. The issue we faced is before the upgrade even if there are role restrictions it is not applied, after the bug is fixed the role restrictions are applied and regular users faced issues viewing the Reports.
3. As your issue is sounding similar to what we have seen earlier in the Reports module. I suggest you to debug in this way and then open the Sugar Ticket.
I hope this information helps you
Thanks and Regards,
PK,
