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Setting up a role with advanced permissions in Sell



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Nova Dawn

Zendesk Documentation Team

Edited Jun 21, 2024


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hello

Is it possible to make a role where the agent cannot delete any record?

Our goal is that no salesperson can delete any opportunity contact or lead.

thanks

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Beau P.

Zendesk Customer Care

Hello Massimiliano,

At the Enterprise of Elite level you can restrict delete access via the Configure Permissions settings, where you'd have the option to designate a user's delete access in this manner. See point 5 in the Creating a role with advanced action and hierarchy permissions section above for more details.

Beau | Customer Advocate

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This should really include tasks as well. 

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