Setting up a role with advanced permissions in Sell

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  • Massimiliano Meroni - PDI


    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.


  • 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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