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"Account team member" party role does not allow users to see opportunities / activities ?

Dear all,

In the account team of an account it is possible to set an user as an "211-Account team member". If an user is assigned as an account team member in an account, we want him to be able to read/write all opportunities & activities linked to this account.

We maintained the "account team member" as an involved party in opportunities and activities business configuration, so account team members can be determined in opportunities and activities. However, it seems that even if an account team member is replicated from an account to its opportunities or activities, he will not have the right to access these objects.

Do you have any idea about the issue?

Thanks for a any support

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1 Answer

  • Jul 24, 2018 at 01:08 PM

    Hello Marie,

    Can you please clarify the access restriction that you have used in the Business Role set-up?

    Is it: "11 - Employee, Accounts (Account Team)" or "12 - Employee, Accounts (Account and Territory Team)" or something else?

    Kind regards,

    Carina.

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    • Hi Marie,

      Did you solve this? I thought now again about your error because I discovered recently that Account Team Member is a party role that is transferred in the Sales Team of the opportunity and not in the involved parties.... This might have something to do with your issue.

      Thank you and kind regards,

      Carina.