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Topics#SecurityDomanda di Bruce Thompson
Bruce Thompson (ASCAP) ha fatto una domanda in #Security
1 mar 2021, 20:49

Want to give one user permission on change ownership of accounts to only one other user.

I have a user that needs to be able to change ownership of account reocords for just one other user. They are not in the same role hierarchy. Created a permission set to allow "Transfer Records" and an Account Sharing Rule from her Account OwnerID to his Role. Tried a validation rule to limit his ability only change her records, but he can change anyone's ownership of Accounts.
21 risposte
  1. Bruce Thompson (ASCAP)
    16 mar 2021, 20:40

    This is what I have and is working:

    AND(

    !ISNEW() ,

    ISCHANGED(OwnerId),

    Owner.Id

    = "00570000003YT9M",

    $

    User.Id

    = "00530000000hxDg"

    )

    I added a Permission Set to allow Transfer Records and a Sharing Rule to only change accounts owned by the owner.

    Thanks,

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