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Topics#CollaborationPergunta de Matt Hinkle
Matt Hinkle perguntou em #Collaboration
13 de mar. de 2018, 16:46

Can someone lease walk me how to set up Roles???

I'm trying yo create roles for a community that allows my employees to view certain opportunites, how would I set up a role for said employees? Can someone lease walk me how to set up Roles???This is where I'm at what should I input in "Label" and "Role Name"?

 

What access level matches my goal that I stated earlier?
3 respostas
  1. Taha Syed (an organization)
    13 de mar. de 2018, 16:54
    The role hierarchy lets users view records owned by any of their subordinates in the hierarchy.

     

    If you want to give access to certain opportunities that are owned by someone else, you should use "Sharing Settings"

     

     
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