cannot open opportunity

Hi Annette,

Can you clarify what the supervisor's experience is when trying to open one of the opportunities? If you provide the supervisor a direct link to one of the opportunities, can they view the opportunity or do they receive an error message? If they can view the opportunity via a direct link, they may be using some saved filters that are not accounting for the new users.

Chris

The supervisor cannot open the opportunities through the Opportunity module nor with a direct link.  He receives a message that says, "Data not available. Page does not exist or you do not have permission to access this page."

Hi Annette Shultz ,

Thank you for that added detail. A couple potential things to consider:

• Check the new users under Admin > User Management and ensure they either have the supervisor or another user who reports under the supervisor listed in their 'Reports To' field. 
• If the user's show as reporting to an appropriate manager in the supervisor's org, go to the supervisor's user profile under Admin > User Management. Click the 'Access' tab and under the My Teams section, check to make sure you see the private teams for the new users listed. The supervisor should naturally inherit the private teams of any users who report directly or indirectly to them. If you don't see their teams listed, go to Admin > Repair > Repair Teams to rebuild the appropriate team memberships.

Let me know if either of those suggestions help!

Chris

Hi Annette Shultz ,

Thank you for that added detail. A couple potential things to consider:

• Check the new users under Admin > User Management and ensure they either have the supervisor or another user who reports under the supervisor listed in their 'Reports To' field. 
• If the user's show as reporting to an appropriate manager in the supervisor's org, go to the supervisor's user profile under Admin > User Management. Click the 'Access' tab and under the My Teams section, check to make sure you see the private teams for the new users listed. The supervisor should naturally inherit the private teams of any users who report directly or indirectly to them. If you don't see their teams listed, go to Admin > Repair > Repair Teams to rebuild the appropriate team memberships.

Let me know if either of those suggestions help!

Chris

The new users are assigned to the correct supervisor.

The supervisor does not have any private teams listed under his Access tab.  Yet, he can see everyone's opportunities except these two new users.

I assume that the Repair Teams would not help me since none of the other users' private teams are listed under the supervisor either.

Hi Annette Shultz ,

The last thing I can think to check is to see which teams are associated to the opportunities. The supervisor must belong to at least one team associated with each opportunity. 

It seems odd the supervisor does not have any private teams inherited, so you may still want to run the Repair Teams script to ensure everything is working properly.

Have you had any prior code customizations done on the Opportunities module? If so, I recommend contacting that developer to see if there could be a conflict causing the issue.

If that doesn't help resolve the issue, I recommend opening a case with Sugar Support to investigate. Since the supervisor can see other opportunities belonging to reporting users, that should rule out role permissions as a possible cause. The only things I can think of that would be a culprit would be team security or code customizations.

Chris

The opportunity team thing was it!!!  Thank you so very much!

I'm glad to hear that worked! I still recommend filing a case with Sugar Support because it sounds like something is not right with your team membership permissions. If the new users can save and see the record with those teams, those team memberships should automatically roll up through the supervisor hierarchy automatically. 

If something is preventing that roll up from happening, this will likely create more issues down the road if unaddressed.

Chris