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Cannot add Account Team Members with read and write access to Cases or Opportunities

Julkaisupäivä: Oct 13, 2022
Kuvaus

Scenario:

  • User AAA has read/write access to Account '123' because of an Account sharing rule or a manual share on Account '123.'
  • User AAA is trying to add Account Team Members to Account '123' with read/write access to both Cases and Opportunities.
  • When User AAA adds Account Team Members he can give them read/write access to the Account but only has the option to give them read access on Cases and Opportunities in the user interface.
Ratkaisu

This scenario can occur because the role of the Account Owner has the Case Access and Opportunity Access set to "Users in this role can view all cases/opportunities associated with accounts that they own, regardless of who owns the cases/opportunities ." In order for User AAA to be able to add Account Team Members with read/write access to Cases and Opportunities, the role of the Account Owner would have to have the Case Access and Opportunity Access updated to "Users in this role can edit all cases/opportunities associated with accounts that they own, regardless of who owns the cases/opportunities."

If User AAA is a standard system administrator or has the 'Modify All Data' profile permission, then the above explanation does not apply.


See also
User Role Hierarchy 
Only 'Private' is available when defining Opportunity or Case access for a New Account Team Member
 
Knowledge-artikkelin numero

000384833

 
Ladataan
Salesforce Help | Article