Grant access to who knows whom information

The Salesperson and Sales Manager roles have permissions to view who knows whom information in the contact and lead pages by default. Administrators can grant access to other roles.

The who knows whom widget appears for all users who can open the Sales Insights view in contact and lead pages. Users who don't have sufficient privileges to view who knows whom information see a message to that effect.

License and role requirements

Requirement type	You must have
License	Dynamics 365 Sales Premium More information: Dynamics 365 Sales pricing
Security roles	System Administrator More information: Predefined security roles for Sales

Grant access

Tip

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1. In the Sales Hub app, select Settings in the upper-right corner, and then select Advanced Settings.

2. On the Business Management page, select Settings > System > Security.

3. Select Security Roles.

4. Select the security role that you want to grant access to.

5. In the Custom Entities tab, provide read permissions to the following entities:

   wkwcolleaguesforcompany
wkwcolleaguesforcontact
wkwconfig

   

6. Save the changes.

See also

View who knows whom