Hello, I have a problem when I migrate an account. This account is visible for all the users and teams of my CRM but I want that this account can only be visible by members that I want to share this account with them. Thanks.
This can be accomplished using CRM security by doing the following: 1. Set your users security roles to only see the users that they own. 2. Then create Teams for each group that needs access. 3. Share the users with the appropriate teams with whatever permissions they need. 4. Add the appropriate people to the Teams. That should take care of it. -- Mark Kovalcson http://crmscape.blogspot.com On Fri, 29 Aug 2008 04:34:01 -0700, Juanjo García wrote: >Hello, > >I have a problem when I migrate an account. This account is visible for all >the users and teams of my CRM but I want that this account can only be >visible by members that I want to share this account with them. > >Thanks.
Thanks, I had a problem with the roles. "Mark Kovalcson" wrote: > This can be accomplished using CRM security by doing the following: > > 1. Set your users security roles to only see the users that they own. > 2. Then create Teams for each group that needs access. > 3. Share the users with the appropriate teams with whatever > permissions they need. > 4. Add the appropriate people to the Teams. > > That should take care of it. > > -- > Mark Kovalcson > http://crmscape.blogspot.com > > > > On Fri, 29 Aug 2008 04:34:01 -0700, Juanjo GarcÃa > wrote: > > >Hello, > > > >I have a problem when I migrate an account. This account is visible for all > >the users and teams of my CRM but I want that this account can only be > >visible by members that I want to share this account with them. > > > >Thanks. >
