Share Access
Explanation
This activity is used to share access for a group or an
individual. A representative who has access to the record can share access for
another representative
Prerequisite
The record header must have been entered and saved.
To add access for a group, the access group must have
been defined on the CRM Access Group window.
System Effects
As a result of this activity, user or access group are
connected to the record.
Window
Customer
Business Lead
Business Opportunity
Business Activity
Marketing Campaign
Business Mail
Sales Quotation
Customer Order
Related Window Descriptions
Customer
Business Lead
Business Opportunity
Business Activity
Marketing Campaign
Business Mail
Sales Quotation
Customer Order
Procedure
To add an access group in the object form:
-
Open the required window and select
Access/Shared
tab.
-
Create a new record.
-
Select the
Share Type
as
Group.
The
Group ID
field will become mandatory.
-
Select a group from the List of Values.
-
Define
Privileges.
-
Save your changes.
To add a representative in the object form:
-
Open the required window and select
Access/Shared
tab.
-
Create a new record.
-
Select the
Share Type
as
Representative.
The
User ID
field will become mandatory.
-
Select a
user from the List of Values.
-
Define
Privileges.
-
Save your changes.