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How to set up that every user under your company sees the company customer's
I have a few customers that i set up in my company, as the admin user. I have created a few users that is under my company. Those users can see the customers at all.
What rights should i give them so they can see the customers that i created?
Under user / access rights, give them access to sales - should be able to see all customers
my user has Manager acces to the sales, yet he doesnt see any customer at all.
I am assuming you are using a single company and that the user can see the menu option for customers. A couple of things to check
1. Under technical / security /record rules look at partner settings. Try removing all limits set here and see if that helps.
- Under access controls list, filter for partner and check that the security group your user is a member of has the right access.
Have you tried creating a customer as the user rather than admin. Have you tried unfiltering in the partner list so you get all partners not just customers.
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| Asked: 3/18/13, 11:07 AM |
| Seen: 1434 times |
| Last updated: 3/16/15, 8:10 AM |