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Security to Close Opportunity? RRS feed

  • Question

  • I have a new security role that is a copy of the out of the box Sales Manager role that has been pared down to only show the entities that are being used.  Users of this new group can create Opportunities, but can't close them.  We are not using the Quote and have removed all security from it.

     

    What is the necessary security settings to allow a user to close an Opportunity?

    Tuesday, October 23, 2007 6:43 PM

Answers

  • Nevermind.  I figured it out....in order to close an Opporunity, the security role must have at a minimum "Read" on the out of the box Quote entity so that the out of the box functionality can query the Quote to see if there are any outstanding records that need to be addressed before closing the Opporunity.

     

    This is not a desired solution since my users now see the Quote entity on the left pane even though they will never use it.  However, it is the only work around without hacking the code and keeping within the "supported" solution.

     

    Tuesday, October 23, 2007 7:12 PM