Access to records

I had a question today from a customer regarding ownership of records.

They have a new consultant that needs access to some Account Records, but certainly not the majority of the database.  They could not figured out how to do this, especially since their database had always been open to all users.

I recommended that they create a new team and put all users except the new consultant on that team.

Then, they can do a territory realignment and realign all records to the new Team.

They can then create a second team for the Consultant, they would put all users on that team, plus the consultant.

That way any records owned by the second team would be accessible by the consultant and all other users.

The only caveat to this….is that you would need to change the default owner for users, so that any new records created would be owned by the new team.

This sounds like a lot of work, but using the Territory Realignment Tool will shorten the process.

Morale of the story…..

Don’t forget that many of your security for records lies in the ownership.

Have a great weekend!!




Dale Richter

Director of Training- I have worked with Customer FX since 1997

Submit a Comment

Your email address will not be published. Required fields are marked *

Subscribe To Our Newsletter

Join our mailing list to receive the latest Infor CRM (Saleslogix) and Creatio (bpm'online) news and product updates!

You have Successfully Subscribed!