Grant access to who knows whom information

By default, the Salesperson and Sales Manager roles have permissions to view the who knows whom information in the contact and lead pages. As an administrator, you can grant access to other roles if they too would benefit from the who knows whom information.

Note

The who knows whom widget will appear for all users who can view the Sales Insights view in the contact and lead pages. Users who don't have the permissions will see a message that they don't have sufficient privileges.

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

To grant access

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

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