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Hi, We defined sales team and added members. All these members have manager rights. Besides user admin, no one can see each others offers, quoatations or scheduled calls.

What is the reason for this?

아바타
취소
베스트 답변

The users should be able to see each others quotations, orders and calls.

Are you sure there are no additional (customized) modules installed?

Check under settings -> Users -> Double click on user, go to tab advanced (2nd tab), and see what other rights are selected.

You are sure you are not working with a multi company setup, with each users assigned to a different company?

아바타
취소
작성자

Sales Manager | Events Manager | Project Manager | Knowledge User | Warehouse Manager | Manufacturing Manager | Accounting & Finance Financial Manager | Purchases Manager | Human Resources Manager | Extra Tools Manager | Marketing Manager | Point of Sale Manager | Sharing User | Administration Settings | ***

Multi Companies are unchecked

작성자

When I try to check a sales order from a member in Sales Team, I am geting this error:Access Denied

The requested operation cannot be completed due to security restrictions. Please contact your system administrator.

(Document type: Sales Order, Operation: read)

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