Privilege required to close opportunities

I've set up our own security roles and assigned these to users.  One
user was involved in earlier stages and was given the built in Sales
Manager role.  I've just changed him over to the new roles which I
thought would cover what we needed, but he has said he can no longer
close opportunities (and probably do other things that he hasn't
noticed yet!)  Does anyone know what privileges are required to close
opportunities?  It doesn't stand out when I'm going through the various
security role matrices.

0
WiLLerZ
9/27/2006 2:06:28 AM
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Will,

What are the settings for:

Create
Read
Write
Delete
Append
Append to
Assign
Share

For Opportunity under the core records tab?

-Scott Moore
www.easiintl.com
WiLLerZ wrote:
> I've set up our own security roles and assigned these to users.  One
> user was involved in earlier stages and was given the built in Sales
> Manager role.  I've just changed him over to the new roles which I
> thought would cover what we needed, but he has said he can no longer
> close opportunities (and probably do other things that he hasn't
> noticed yet!)  Does anyone know what privileges are required to close
> opportunities?  It doesn't stand out when I'm going through the various
> security role matrices.

0
Scott
9/27/2006 3:47:28 AM
I've worked out the problem, but the solution is irritating me even
more!  It's because you have to have read access for quotes.  My
company is not using the quote aspect of CRM at this stage, and
therefore wanted to hide this area (by having no access to quotes,
including read access).
I found a website that mentioned something about a hotfix for this, but
I've been trawling the web and am yet to find something.
Does anyone know where I could find a hotfix for this?

Scott Moore: JourneyTEAM - EASI wrote:
> Will,
>
> What are the settings for:
>
> Create
> Read
> Write
> Delete
> Append
> Append to
> Assign
> Share
>
> For Opportunity under the core records tab?
>
> -Scott Moore
> www.easiintl.com
> WiLLerZ wrote:
> > I've set up our own security roles and assigned these to users.  One
> > user was involved in earlier stages and was given the built in Sales
> > Manager role.  I've just changed him over to the new roles which I
> > thought would cover what we needed, but he has said he can no longer
> > close opportunities (and probably do other things that he hasn't
> > noticed yet!)  Does anyone know what privileges are required to close
> > opportunities?  It doesn't stand out when I'm going through the various
> > security role matrices.

0
WiLLerZ
9/27/2006 4:04:42 AM
Will,

I looked on partnersource and could not find the hotfix that you
referred to, do you have an MBS Reseller to help you?

-Scott
www.easiintl.com

WiLLerZ wrote:
> I've worked out the problem, but the solution is irritating me even
> more!  It's because you have to have read access for quotes.  My
> company is not using the quote aspect of CRM at this stage, and
> therefore wanted to hide this area (by having no access to quotes,
> including read access).
> I found a website that mentioned something about a hotfix for this, but
> I've been trawling the web and am yet to find something.
> Does anyone know where I could find a hotfix for this?
>
> Scott Moore: JourneyTEAM - EASI wrote:
> > Will,
> >
> > What are the settings for:
> >
> > Create
> > Read
> > Write
> > Delete
> > Append
> > Append to
> > Assign
> > Share
> >
> > For Opportunity under the core records tab?
> >
> > -Scott Moore
> > www.easiintl.com
> > WiLLerZ wrote:
> > > I've set up our own security roles and assigned these to users.  One
> > > user was involved in earlier stages and was given the built in Sales
> > > Manager role.  I've just changed him over to the new roles which I
> > > thought would cover what we needed, but he has said he can no longer
> > > close opportunities (and probably do other things that he hasn't
> > > noticed yet!)  Does anyone know what privileges are required to close
> > > opportunities?  It doesn't stand out when I'm going through the various
> > > security role matrices.

0
Scott
9/30/2006 2:55:04 AM
Reply:

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