I have tried to convert a lead to an opportunity by clicking on the respective button in the lead window. From that I get an error message that tells me there is a security restriction on the document type : partner, operation: create. I have got admin rights on the system but am not able to find where I can assign the create roll for this function.
1_ Ask your Administrator (first) if you belong to the group res_partner group_partner_manager
Or If you have the necessary Access Rights check by yourself, go under :
2_ Settings ---> Users ---> Users ---> "Open YOUR-USER" , open "ACCESS Rights" Tab, verify that "Contact Creation" is checked, if not ask your Administrator to check it.
3_ under: Settings ---> Technical ---> Security ----> Access Control List and search for the Object Partner & croup Contact Creation open this group, you will find a list of users, verify if YOUR USERNAME is in this list, and check also if the 4 boxes C R U D are checked (at list C R U must be checked)
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|Asked: 2/26/14, 3:01 PM|
|Seen: 935 times|
|Last updated: 3/16/15, 8:10 AM|