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Access issue , Sales manager cant see the records

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  • victor
    commented on 's reply
    Presence effect works again :-)

  • Shibu71
    replied
    Hello Victor, i found my mistake, i set the Access to 'Team" insetad of "Own for the the Sales Agent Role, just rectified it and now the issus is resolved

    Leave a comment:


  • Shibu71
    replied
    Hello Victor,

    1) This the role set for Sales Agent, access is for lead Entity

    Click image for larger version  Name:	image.png Views:	0 Size:	47.6 KB ID:	97613

    2) Role set for Sales Supervisor

    Click image for larger version  Name:	image.png Views:	0 Size:	47.3 KB ID:	97614

    3) The sales team picture, all three users, Agent 1 , Agent 2 and their supervisor is added in the Sales team

    How position list works ??? Any role about position List

    Click image for larger version  Name:	image.png Views:	0 Size:	51.1 KB ID:	97615​​​
    Attached Files
    Last edited by Shibu71; 09-19-2023, 10:18 AM.

    Leave a comment:


  • victor
    replied
    Submit screenshots of your Role: Sales Agent, Sales Manager and a screenshot of the Role set to "Sales Team".

    Leave a comment:


  • Shibu71
    started a topic Access issue , Sales manager cant see the records

    Access issue , Sales manager cant see the records

    Hello All,

    I have created two roles,

    1- Sales Agent :- Set the access levels to own ( Agent -1 and Agent -2)
    2- Sales Manager :- set the access levels to team ( Manager -1)

    I have created one team , "Sales Team" and added Manager-1 , Agent -1 and Agent-2

    I have imported leads for Agent-1 and Agent -2 , they both can see thier own leads ,

    Issue :- When i add these leads to the team "Sales Team" , Agent-1 can see Agent 2 leads also, vice a versa is also true

    If i dont add or udpate the leads to the Team "Sales Team" , Sales Manager cannot see the leads of both the sales Agent 1 and 2

    How can i make the changes or settings so that the Sales Manager can see the leads of both agents

    Thanks and appreciate your replies

    Thanks
    Shibu

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