maandag 30 april 2012 14:11
In my scenario, I have 2 users, one is the CEO, who is in the root business unit, and the second user is an Account Executive, who is in the lowest business unit.
The Account Executive is the owner of Account "ABC Co." The CEO opens "ABC Co." and creates a Case and an Activity associated with ABC Co. and the CEO remains the owner of said Case and Activity.
When the Account Executive opens up Account "ABC Co.," he cannot see the Case or Activity.
Without the CEO sharing the Case and Activity AND without changing Business Units, how can the Account Executive be able to see the Cases and Activities he does not own that are associated with the Account he does own?
maandag 30 april 2012 15:51Moderator
It sounds like CRM is working like it's supposed to.
User's with limited scope security privileges, like your account executive, are not supposed to be able to work with records owned by a user in a parent business unit, like your CEO. \
The feature to enable limited-scope users to work with these records is sharing. You haven't stated a reason, but you don't want to use this feature. The only other option (I can think of) is for your CEO to reassign the case and activity to the account executive, or reassign it to a team of which both the CEO and account executives are a member.
- Als antwoord gemarkeerd door Mike Karls maandag 30 april 2012 15:56
maandag 30 april 2012 15:56
Thanks Neil, this is exactly what we thought. We had to unregister our plug in that would automatically share the Case with the Account owner because we are upgrading from 4.0 to 2011 and we're receiving errors assocaited with that plugin.
dinsdag 1 mei 2012 4:54ModeratorWhen I need to share records programmatically, I use the open-source CRM 2011 Share Record custom workflow activity published on Codeplex. There's also a version available for CRM 4.0 if you want to test that one too.