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user with Manager level rights don't see all opportunities

Tuned Listener
Posts: 62
Country: India

user with Manager level rights don't see all opportunities

Dear All, 

 

How are you all !!

 

Cam up with another issue with one of my client in regards of opportunities.

 

One of the user having Manager Level access not able to see all opportunities where other X user having same Manager level rights can see all available opportunities.

 

I tried to check his users is added to all Team and group however in all team and group has been added also i checked his login to other system but same issue.

 

ACT Version: Act! Premium (Web) Version 19.0.147.0, Update 7

Total Users: 25

 

Need your help.

 

Best Regards, 

Aasif

Aaria Soft-Tech

 

Nickel Elite Contributor
Posts: 613
Country: USA

Re: user with Manager level rights don't see all opportunities

[ Edited ]
Hello,

I understand that when any user marks a record as Private...  (Contact - Group - Company - Opportunity) another user (Even if it is Database Administrator) can not see this record
 
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Juan Carlos Otero Garcia
juancarlosotero@protonmail.com
Twitter @MiInformativo
Tuned Listener
Posts: 62
Country: India

Re: user with Manager level rights don't see all opportunities

Hey Jaun, 

 

Thank you very much for your quick reply..

 

But am wondering if the records are private, then how come the same level of access other user having can see all records?

 

Best Regards, 

Aasif

Nickel Elite Contributor
Posts: 613
Country: USA

Re: user with Manager level rights don't see all opportunities

I suggest that...  The best thing is not to define it as private but as limited access, and at this point define which users or teams can see that record.

 

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firma2.png

 

 

Juan Carlos Otero Garcia
juancarlosotero@protonmail.com
Twitter @MiInformativo
Tuned Listener
Posts: 62
Country: India

Re: user with Manager level rights don't see all opportunities

Ohh i got what you wanna suggest, let me check if its been shared with user A and not with user B irrespective of their same level of access.

 

Will update you once i check with one of the records.

 

Cheers!!

 

Best Regards, 

Aasif