Results 1 to 1 of 1

Thread: Confused on "assigned to" and

  1. #1
    WDrostJr is offline Member
    Join Date
    Jun 2009
    Posts
    13

    Default Confused on "assigned to" and

    I am still not clear on "assigned to" and "teams". Here is what I am trying to do.

    I am the sales manager for a company, I have my own accounts as well as oversight on my salespeople's accounts. I want the sales person to only be able to see their accounts when they are logged in and not be able to see anyone else's. As the sales manager (and admind), I want to be able to see their accounts and mine when I log in. I set up my sales staff's account with the account "assigned" to them. I set the team to "global". When they logged in, the could thier accounts in the dashlet, but if they edited the dashlet and unchecked "My accounts", it would show all my companies accounts. They only way around this was to create a private team for the account. Now I can't see it as the admin. What am I doing wrong?

    FYI - The sales people are set as "reports to" me.

    Update: Figured out my problem. Set all to "global" then used roles to restrict sales department's ability to only see their records.
    Last edited by WDrostJr; 2009-07-11 at 07:23 PM.

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. "Assigned to:" for "Notes or Attachments"
    By iason.schizas in forum Feature Requests
    Replies: 1
    Last Post: 2010-04-28, 12:20 PM
  2. Sort "Assigned to" on Accounts/Advanced Search page
    By umayxa3 in forum Developer Help
    Replies: 0
    Last Post: 2009-02-06, 08:37 PM
  3. Replies: 0
    Last Post: 2008-12-22, 09:58 AM
  4. Replies: 2
    Last Post: 2008-02-11, 05:15 AM
  5. Replies: 3
    Last Post: 2006-07-25, 06:58 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •