slxdeveloper.com Community Forums

The Forums on slxdeveloper.com are now retired. The forum archive will remain available for the time being. Thank you for your participation on slxdeveloper.com!

Administration Forums - General Administration
Forum to discuss general administration topics for SalesLogix (including LAN & remote topics). View the code of conduct for posting guidelines.

Forums RSS Feed

Back to Forum List | Back to General Administration | New Thread

View: Search:

Author

Thread: Teams - Account Visibility

Yup.
Posts: 126

Teams - Account Visibility Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 17 Apr 09 8:53 AM

As it stands, 'Everyone' is the owner for all accounts. We are looking to add a team, Team 2, where we can add new accounts with Team 2 as the owner. We would like only Team 2 members to be able to view accounts owned by Team 2. In order to do this, do I need to create a Team, Team 1, and replace the owner of all accounts owned by 'Everyone' with 'Team 1'? My thinking is that we are limited in who we can show/hide accounts with 'Everyone' being the standard owner.

[Reply][Quote]

Mike Spragg
Posts: 1226

Re: Teams - Account Visibility Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 18 Apr 09 11:20 AM

Spot on. This is correct. CReate Team 1 and re-align all owners of existing accounts to Team 1. Then create Team 2 and put the members in. Only people in Team 1 and 2 (either directly or through inheritance) will see all accounts.
"Everyone" should be avoided at all costs - as you lose any form of security on it.

[Reply][Quote]

Page 1 of 1

You can subscribe to receive a daily forum digest in your user profile. View the site code of conduct for posting guidelines.

Forum RSS Feed - Subscribe to the forum RSS feed to keep on top of the latest forum activity!

slxdeveloper.com is brought to you courtesy of Ryan Farley & Customer FX Corporation. This site, and all contents herein, are Copyright © 2024 Customer FX Corporation. The information and opinions expressed here are not endorsed by Sage Software.	code of conduct \|

page cache (param): 11/26/2024 9:32:23 AM