Check permission for price books. User can't add product to an opportunity - error: insufficient privileges?
Knowledge Article Number: 000004648Description
User can't add product to an opportunity - error: insufficient privileges?
Resolution
The System Administrator defines the default access the entire organization has to Price Books. Administrators and users with the "Edit" permission on Price Books can extend sharing of a price book manually to more users. However, you cannot change the sharing model to make it more restrictive than the default.
A user who has the ability to read products in their profile will need also to have access to a least one price book.Access to pricebooks is can be extended when an org wide default value of "no access" or "view only" is being used for Pricebooks. If an org wide default value of "use" is being used, the "sharing" button mentioned below will not be visible.
1. Select Manage Price Books from the products home page.
2. Click the name of the price book you want to share.
3. Click Sharing.
4. Click Add.
5. From the drop-down list, select the type of group, user, or role to add. Your choices are:
*** Public Groups -
All public groups defined by your administrator.
*** Users -
All users in your organization.
*** Roles -
All roles defined for your organization. This includes all of the users in that role.
*** Roles and subordinates -
This includes all of the users in the role plus all of the users in roles below that role.
6. Choose the specific groups, users, or roles who should have access by adding their names to the New Sharing list.
7. Choose the access level for the record you are sharing and any associated records.
Users must have Use access to a price book in order to add it to an opportunity.
8. Click Save.TIP: If your organization-wide default for price books is "No Access," give your entire organization "View Only" access to your Standard Price Book so that users can see prices on the product detail page.
1 answer
