1. Data permissions
1.1 How to set temporary permissions?
Admin background-data rights management-temporary rights-temporary rights rules. Once created, the task performer/approver has temporary permissions to the applicable data. Applicable objects, permission revocation time, and permission type (read-only/read-write) are configured when creating a new temporary permission rule.
1.2 How to set multiple temporary permissions for an object?
Currently not supported, what do you mean by multiple temporary permissions? Our temporary permissions refer to the data that we do not have data permissions but need to execute stage propellers, business flows, or approval flow tasks. Setting temporary permissions can be seen when processing tasks.
1.3 There seems to be a problem with the permission of a MGR, and he can see a lot of follow-up information that he should not see.
In the data maintenance tool - data permission query tool, check the reason for the permission and adjust it.
1.4 Why can employee A see the customer/business opportunity of employee B?
1. Check whether data sharing is set; 2. Check whether A is a relevant team member; 3. Check whether A is the department head/assistant of B; 4. Check whether there is temporary permission.
1.5 How to do data sharing?
Management background - data rights management - data sharing - select the data object to be shared - create a new rule.
1.6 I have created data sharing, but when I click to open it, it still prompts that there is no data permission, what's the matter?
Please check the Data scope and Data sharing to scope set for data sharing. Note: When the scope of data sharing to is added by department, the selected department does not include sub-departments.
1.7 Can I set data permissions by role? For example, do you need a role to see all customer information?
Yes, management background - data rights management - data sharing - select the data object to be shared - create a new rule, the data source can be selected to the role.
1.8 What should I do if there is a message indicating that there is information pending approval, but after clicking, it prompts that there is no data permission?
In data rights management, open temporary rights or share data as required.
1.9 Data permission sharing, can't choose the object I want?
It should be noted that there are all preset objects and custom objects in the middle position. If your object is a custom object, you need to select the position of the custom object.
1.10 I have enabled various business opportunity permissions for the role, but I still cannot see the business opportunity list?
By default, non-administrator roles cannot see data that is not their own and their own subordinates. It can be solved by setting data sharing.
1.11 FenShare added a new person, why can't this person see the CRM
It just added personnel to the system, and did not give crm permission to use. It needs to be managed by the administrator in the background-role permission management-business function permission-add this account to the corresponding role
1.12 Can't see a certain business object in CRM
Administrator operation: background management - role authority management - business function authority - find the corresponding role - click authority settings to check the objects and operation authority that need to be used
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2. Functional permissions
2.1 I am already the largest administrator of the system, why is there still no CRM module?
You need to set the CRM role for the employee to be able to see it. The separate system administrator authority does not have the CRM module.
2.2 Without the authority to change the person in charge, how to change the person in charge of the client?
Check the management background - role authority management - business function authority - whether the customer has checked the authority to replace the person in charge.
2.3 The editing authority of the sales order is set, but why can't it be edited during the approval?
Check the management background - role authority management - business function authority - whether the role has an approval department.
2.4 Can it be returned in the business opportunity stage, and where to set the authority?
Management background - role authority management - business function authority - find the corresponding role - check whether the phase rollback of the business opportunity is checked.
2.5 Want to export pictures or attachments under the customer object, but do not have permission?
Management background - role authority management - business function authority - find the corresponding role - check whether the permission to download pictures and attachments of customer objects is checked.
2.6 Why can't I add the relevant team to the customer object, saying that I don't have permission?
Management background - role authority management - business function authority - find the corresponding role - check whether the permission to edit the relevant team members of the customer object is checked.
2.7 Why can't other people see the approval comments?
Management background - role authority management - business function authority - find the corresponding role - check whether the view approval authority of the corresponding approval object is checked.
2.8 I am an order administrator, and the order approval process is also configured for order administrator approval. Why can't I see employee data?
Management - role authority management - business function authority - order administrator - employee assignment - edit approval department, add the department that the order administrator needs to view.
2.9 How to make different people see different fields for the same business object?
Management background - role authority management - business function authority - find the corresponding role, and set different field-level permissions for the object on the right.