I have 5 record types for the opportunity object. I know when you first create a record type, you can select which profiles have visibility. I am trying to go back and edit the visibility so not all profiles have visibility on all record types but only the ones they need to see. How do I do this? When I click "edit" the visibility checklist does not appear.
2 respuestas
You check each Profile for their Record Type access within each Object's settings.