* 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??
답변 3개
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.
