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  • Status: Solved
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User permission, allow editing a forecast for another user

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.
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awalkinthepark
Asked:
awalkinthepark
1 Solution
 
stevengraffCommented:
It seems odd that this would be new behaviour, i.e. that it worked on the old server and doesn't work now.

Access to "Others'" calendars is found under File | Configure | User Settings. Double-click the user name of a user to whom the forecast is assigned, click that user's Access tab. See http://screencast.com/t/pwXVJ0RXswD. In the column on the right, you'll see who is being given access to that user's various data types. In this example note the Calendar and Forecast options. Experiment by setting these to "All. "

The process of changing the user name on a scheduled activity (including Forecasted Sales) in GoldMine is called "delegation." But once that delegation has been made, the user to whom the activity is delegated "owns" that activity, not the person who created it and delegated it. Yes, that means you can create something, change the ownership, and lose the right to edit it, just like that!

So if Joe creates a forecast and changes the user name to Mary, the owner of that recast is Mary, not Joe. If Mary's access settings don't permit Joe access to her forecasts, Joe can't edit that forecast.

Aside from setting the access to All, you can create user groups, and then, when any user in a group "owns" the activity, any of the other members of the group will have access to it.
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awalkintheparkAuthor Commented:
The Forecast records are ( have been) set to "All"
I have not tried the group idea yet, but that's probably another solution, but the question remains the same really, since it "should" be open to "all"
Anything you can think of?
Thanks
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