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Lead Assignment Issue RRS feed

  • Question

  • Hi,


    Can a User having below roles would be able to assign Lead entity record to other user at same BU/ Across BU level?

     

    Example: Lead Roles
    -------------------
    Entity  Create     Read         Write         Delete         Append       Append To       Assign         Share
    Lead   User         User         User          User           BU               BU                  BU              BU


    Scenario:
    ---------
    User should be able to Create/ Read/ Write/ Delete/ Assign/ Share only their own Lead records.He should not be able to view other users Leads unders same BU.
    We tried achieving the requirement using above roles but facing prevelidges issues.

    But when we give 'Read' access at 'BU' level then we are able to assign the record to other user. But this will give access of all the leads in that BU to the user which we dont want.

     

    Please suggest any possible solution.

    Thanks in advance.

    Best regards
    Priyank Jain

    Monday, August 16, 2010 7:11 AM

Answers

  • Hi Priyank,

    try doing following settings..

     

    Entity  Create     Read         Write         Delete         Append       Append To       Assign         Share
    Lead   User         User         User          User           BU               BU                  ORG             ORG

     

    Hope this helps..


    MayankP My Blog My twitter
    • Marked as answer by Priyank Jain Monday, August 16, 2010 11:12 AM
    Monday, August 16, 2010 8:13 AM
    Answerer

All replies

  • I think if you change the scope of the Assign privilege to User you will get the desired result.

    Neil Benson, CRM Addict and MVP at Customery Ltd.You can reach me on LinkedIn or Twitter.

    Monday, August 16, 2010 8:04 AM
    Moderator
  • Hi Priyank,

    try doing following settings..

     

    Entity  Create     Read         Write         Delete         Append       Append To       Assign         Share
    Lead   User         User         User          User           BU               BU                  ORG             ORG

     

    Hope this helps..


    MayankP My Blog My twitter
    • Marked as answer by Priyank Jain Monday, August 16, 2010 11:12 AM
    Monday, August 16, 2010 8:13 AM
    Answerer
  • Thanks Neil. I tried with User level previledge but facing same issue.
    Monday, August 16, 2010 8:56 AM
  • Thanks Mayank, tried with the above settings but facing same error while assigning.
    Monday, August 16, 2010 8:57 AM
  • from which screen you are assgin the leads? Leads Form or Leads Grid screen?

     


    MayankP My Blog My twitter
    Monday, August 16, 2010 9:48 AM
    Answerer
  • Thanks Mayank your solution is working.

    I tried the same role with new records and it is working. But, I am unable to assign the existing records.

     

     

    Monday, August 16, 2010 11:11 AM