User Group Permissions X Deals not working properly

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1

Hi all,

I first created a new User group and atribute the permissions to Deals - Reasign Deals, after that I created a new user associated with the new group.

After that I created a new Pipeline and set the permission to this Group.

But once the user from that particular group access the system, he can’t see the Deals tab with his Pipeline.

Is this an issue with the user permissions and deals?

Thanks in advance,

Anderson Martins

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2

Hi Anderson (@brognolinegciosimobi),

I would suggest contacting support about this. It does not appear it is anything on your end from the images you provided.

Perry

3

Petty,
I did already, I hope to get a response soon and I will update this tread when I fix this.
Per now thanks, I appreciate your feedback.

:slight_smile:

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4

Great, thanks Anderson!

5

Hi Anderson,

I’m experiencing exactly the same issue. Did you get a response from the support team?

Thanks,
Radu

6

Hi I receive this response from support and it seams to work:

Thanks for your patience with this. Our developers let us know the issue has been cleared up so you should be good to go. To resolve this, please do the following as an admin, go to:

  • My Settings > Users > Groups > Permissions (for the “affected” user group)

  • Take note of how the permissions look for “Deals” (because you will need to set it up like that again)

  • Now, untick “Check All” for “Deals”

  • Hit “Save”

  • Now go back and set up “Deals” permissions for that group as it was before

  • Hit “Save” (edited)

That should take care of it, now all users/groups should have access to Deals properly.

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7

Thanks for sharing this with the community Anderson!

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