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Saleslogix Teams

Last post 07-17-2008, 10:06 AM by Mike Spragg. 2 replies.
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  •  07-17-2008, 9:27 AM 1356

    Saleslogix Teams

    We have our Saleslogix configured to use teams so each user only sees the accounts for the teams the user is on. Is there any way to grant access to all read access to all accounts without puting all users on all teams? Any suggestions would be appriciated.
  •  07-17-2008, 9:31 AM 1357 in reply to 1356

    Re: Saleslogix Teams

    Hi,

       No,if your using teams you would have to add the user to all teams. However, you could just set all the accounts to be owned by everyone which would then allow all users to view all accounts.

    Regards, Adam Travers

  •  07-17-2008, 10:06 AM 1358 in reply to 1356

    Re: Saleslogix Teams

    Add a new team, give it a profile of ReadOnly. Add all the users to this team. Then, add this team to any other team (teams within teams!) and they will then get R/O Access. Then, you only have to manage one team of users.

    Mike

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