Hi,
in the Professional Edition, I have users who are trying to create new Views under Leads that they can share with their colleagues. When I am logged in as the Admin, I have a "Step 4 - Restrict Visibility" radio button at the bottom of the "Create New View" screen. However, users under the Standard User profile do not have this option - in fact, they have no "Step 4" at all.
I assume this is a setting that can be changed in the User Profiles section, but I'm unable to find it. Does anyone know how I can make this change? Thanks.
Hi Greg,
The “Restrict Visibility” option for list views isn't controlled by a profile permission that you can simply enable for Standard Users.
In Professional Edition, the ability to create/share public list views is limited by the user's permissions and edition capabilities. Standard Users may only be able to create views for themselves, while administrators can create views visible to other users.
If your users need to share Lead views with colleagues, check the user's profile permissions and the specific Professional Edition limitations for your org. If the option is still missing after confirming the permissions, Salesforce Support can verify whether it's an edition limitation or an org-specific configuration issue.
