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View all the records created by all users RRS feed

  • Question

  •  

    Hi,

    We have configured CRM 4.0 in On-Premises Mode. We have added 3 users say User1, User2 and User3.

    The problem i am facing is:

    If User1 creates 3 Accounts records, these records can be viewed only by User1. User2 and User3 are not able to view.

    Is this possible for User2 and User3 to view the records created by User1 and vice-versa?

    If yes, what is the configuration needs tobe changed?


    Sudhir C N
    Monday, November 22, 2010 8:56 AM

Answers

  • Sudhir,

    You need to check the roles and access levels.Change the access levels from user level to Business Unit level or Parent Child BU..

    And You can also achieve this functionalty by using sharing.

    -Mitesh

    Monday, November 22, 2010 9:15 AM