#2244 - Question on module permissions
Currently working within the Calls module. Would like to set up a permission structure where the owner of Account or Contact has full permissions on all activity within the record...even those created by another user. Example: another user in a different sales territory is covering the floor for the day. A customer calls in and speaks with the user covering the floor. We would like that user to be able to log the call to Account or Contact associated with the Owner without them being able to see all the details of previous calls logged by the Owner of the Account or Contact, and the owner of the Account or Contact to have full edit permission of the logged call by the other user. Can this be done through Security Suite?
8 years ago
8 years ago
8 years ago