* OWD has that set to private.
* In the Profile / System Permissions, both the "Transfer Record" and "Edit Read Only Fields" are unchecked.
* In the Profile / Object Settings / Leads / Object Permissions, they have read, create, edit and delete.
* Drilling down further to /Field Permissions, the Lead Owner field shows checks in the check boxes in Read and Edit, but they are greyed out and un-editable.
* I've looked through every Permission Set and the only one that offers even "Transfer Leads" isn't assigned to any of the users that we don't want to have this access.
* In the Leads Page Layout, the view of the Lead Owner field is Read Only.
* Sharing in Leads is set to Read Only via the group.
* The hierarchies are set to edit contacts and accts related to leads you own, and these folks are mid level above some roles, below others.
What else is there??
3 respuestas
A record owner, or any user above the owner in the role or territory hierarchy, can transfer a single record to another user. With some objects, like cases, leads, and campaigns, a user may be granted access to transfer records through sharing. Depending on the type of object, there may be multiple ways to transfer records to another user:
Ability to Change Ownership- Users with the “Modify All Data” permission, or users with the “Modify All” permission for the given object, can transfer any record, regardless of who owns the record.
- To transfer a single record or multiple records from a list view, the new owner must have at least the “Read” permission on the object type. This rule does not apply if you use the mass transfer tool.
- To transfer ownership of any single record in an organization that does not use territory management, a user must have the appropriate “Edit” permission and either own the record or be above the owner in the role hierarchy.
- For example, to transfer ownership of an account, a user must have “Read” and “Edit” access to the account. Additionally, the new owner of the record must have at least “Read” permission on accounts.
- The Public Full Access and Public Read/Write/Transfer sharing settings give all users the ability to transfer ownership of that type of record as long as they have the appropriate “Edit” permission.
- In organizations that use territory management, users that have been assigned to territories can be enabled to transfer the accounts in their territories, even if they are not the record owner.
- To transfer campaigns, users must also have the Marketing User checkbox selected on their user record.
