1

Scenario: We have enabled Opportunity Team and I have added some users in Team Member. Earlier all the Team Members had Read/Write Access. Now I wanted to change the Access Permission of some users to Read Only, But its not changing to Read Only. I tried changing the Opportunity OWD to Read Only, then I am able to grant Read Only Access to all. Condition is like say Account Manager & Sales Manager can have Read/Write but others like Sales Rep & Channel Manager should have Read Only.

I am Unable to do this.

Please advise, Am I missing something?

  • What was previous OWD? One thing to note is that : the member’s opportunity access level can’t be less than your Salesforce org’s default opportunity sharing access. – Reshma Nov 4 '16 at 9:53
  • Earlier it was Read/Write now changed to Read Only. If it cannot be less than OWD access level & I am setting it to Read Only so i thought it should work. – C. Praveenkumar Nov 4 '16 at 10:13
  • 1
    So that's it. OWD was read/write and you are trying to give opp team members read only access. Yo can't restrict sharing access granted via OWD. – Reshma Nov 4 '16 at 11:02
  • Then If I keep Read Only, I should be able to give Read/Write. If so then Read/Write Option doesnt comes up in Team member – C. Praveenkumar Nov 4 '16 at 12:43

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Browse other questions tagged or ask your own question.