Monday, May 27, 2019

Custom Sales Manager role cannot assign Sales Reps to Sales Team

A Custom Sales Manager role cannot assign Sales Reps to Sales Team. But the role can assign non-Sales Rep Employees instead. To help address this requirement using the Administrator role: 

1. Navigate to Setup > User/Roles > Manage Roles > and edit the Custom Sales Manager Role.

2. On the Employee Restrictions field set to None - No default.

3. Set the Do not Restrict Employee Fields checkbox to = T.

4. Save.

 

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