Discussions
Allow Access to Tarnsactiosn except Sales Rep
We have a small office, and often if someone is out of the office a co-worker will need to edit, manipulate a Sales Order on their behalf. The only thing on a transaction we want to limit access to, is the Sales Team/Contribution information.
If I use the "Employee Restrictions" at the header of the role permissions, it seems I can either allow full access to all transactions, no access to all transactions, or view only access (the allow viewing check box). I can't seem to lock down just that one piece of the puzzle.
I don't have any permission listed under Setup > Team Selling contribution, but if I do add it my only option is "Full" so I've left it out all together.