Setting up a role with advanced permissions in Sell

Return to top

2 Comments

  • Massimiliano Meroni

    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

    0
  • 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

    Ask our Zendesk Community

    0

Please sign in to leave a comment.

Powered by Zendesk