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    I've created a report that looks up accounts based on the owner - when a different user tries to run this report they aren't able to see all users via the user lookup form. I just needed to know the permission that would control this.

    Thanks

    Friday, August 1, 2014 10:57 AM

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    It would be the permission attached to the Account entity (which is on the Core Records tab in Security Roles). I would say that read permission is set to 'User' - you'll need to increase this based on your requirements. If you want everyone to be able to see all Accounts then this should be set to 'Organisation'.
    • Proposed as answer by Jon_Evans Friday, August 1, 2014 11:41 AM
    • Marked as answer by sbaker1984 Tuesday, January 19, 2016 10:37 AM
    Friday, August 1, 2014 11:41 AM

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  • Question
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    It would be the permission attached to the Account entity (which is on the Core Records tab in Security Roles). I would say that read permission is set to 'User' - you'll need to increase this based on your requirements. If you want everyone to be able to see all Accounts then this should be set to 'Organisation'.
    • Proposed as answer by Jon_Evans Friday, August 1, 2014 11:41 AM
    • Marked as answer by sbaker1984 Tuesday, January 19, 2016 10:37 AM
    Friday, August 1, 2014 11:41 AM
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    I initially thought that would be the case, i have now set it to organization but look up is still not working. Levels on report are also on organization so im struggling to see what is outstanding.

    Edit :  Have figured this out - it was the business units that the user couldn't see

    • Edited by sbaker1984 Friday, August 1, 2014 12:31 PM
    Friday, August 1, 2014 12:02 PM
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    Fair enough. Glad you're sorted.
    Friday, August 1, 2014 3:47 PM