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Allot Administrator
Account sharing rules
Hi.
I have some issue for several accounts, after done some changes in the roles.
For some accounts the users cannot create new opportunity. They getting message of 'Insufficient privileges' after clicking save in the opportunity layout.
I checked and the users have access thru the sharing on the specific accounts (+they have Read/Write on the related opportunity/cases), they have access in their profiles. For some cases it happen also for the account owner.
Any idea what else could be the reason?
Thanks.
I have some issue for several accounts, after done some changes in the roles.
For some accounts the users cannot create new opportunity. They getting message of 'Insufficient privileges' after clicking save in the opportunity layout.
I checked and the users have access thru the sharing on the specific accounts (+they have Read/Write on the related opportunity/cases), they have access in their profiles. For some cases it happen also for the account owner.
Any idea what else could be the reason?
Thanks.
Ideally, if user does not have permission on opportunity then "new" button will not be availabl for them. It could be related to field or may be you are changing the ownership of opp during the creation
All Answers
Ideally, if user does not have permission on opportunity then "new" button will not be availabl for them. It could be related to field or may be you are changing the ownership of opp during the creation
I found the issue. There is automatically assignment for the pricebook according to setup and the users were missing sharing access for the relevant pricebook.