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Forum to discuss general administration topics for SalesLogix (including LAN & remote topics). View the code of conduct for posting guidelines.
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Account ownership by Teams
Posted: 26 Jun 08 5:29 AM
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Suppose an account is owned by a team T1.
And user u1 is a member of team T1.Then can the manager of the User U1 access the Account.Can anybody please reply.
Thanks in Advance |
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Re: Account ownership by Teams
Posted: 02 Jul 08 6:44 AM
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Thanks for the Reply.
But i heard that only team members can access the account not the managers. |
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Re: Account ownership by Teams
Posted: 02 Jul 08 6:51 AM
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From the Help File:
A team can consist of users, teams, and departments. When a new user is added to a team, you can specify an option so that user's Manager is automatically added to the team.
When you add a user to a team, the user's immediate manager is also included. However, there is no further inheritance (for example, the manager's manager). If you do not want the user's manager added to the team, clear the Automatically add user's Manager to Team check box on the Tools pane in the Teams view.
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