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:

1. Open the required window and select Access/Shared tab.
2. Create a new record.
3. Select the Share Type as Group. The Group ID field will become mandatory.
4. Select a group from the List of Values.
5. Define Privileges.
6. Save your changes.

To add a representative in the object form:

1. Open the required window and select Access/Shared tab.
2. Create a new record.
3. Select the Share Type as Representative. The User ID field will become mandatory.
4. Select a user from the List of Values.
5. Define Privileges.
6. Save your changes.