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
Images that include an icon that looks like this: may be expanded to show more detail. Select the image to expand it. To close it, press the Esc key.
In the Sales Hub app, select Settings in the upper-right corner, and then select Advanced Settings.
On the Business Management page, select Settings > System > Security.
Select Security Roles.
Select the security role that you want to grant access to.
In the Custom Entities tab, provide read permissions to the following entities:
wkwcolleaguesforcompany
wkwcolleaguesforcontact
wkwconfig
Save the changes.
See also
Athugasemdir
https://aka.ms/ContentUserFeedback.
Væntanlegt: Á árinu 2024 munum við hætta með GitHub-mál sem ábendingaleið fyrir efni og skipta því út fyrir nýtt ábendingakerfi. Frekari upplýsingar er að finna hér:Senda inn og skoða endurgjöf fyrir