User permission, allow editing a forecast for another user
Posted on 2008-10-03
Users tell me that they cannot edit a forecasted sale record they created. They make the record, alarming another user, then once it's created, sometimes need to edit it. Under "Pending" tab on a contact record, these records are assigned to the alarmed user, and they cannot edit or delete. They can edit or delete records where they are the user. They created the record, effectively passed it to someone else by assigning it to them. They need to be allowed to modify this. The only change I have found that allows is is assigning master rights, which of course I don't want to do. Where is the setting that allows this? We have moved our previous installation to a new server, and no user settings were changed, and they previously were able to do this.