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Verified in user profile Recordtype assigned at Case. On user profile Case have CRE permissions. But while change Recordtype user facing insufficient privilege error

Could you please suggest where the system is stopping and what other areas need to check?

What could be the reqired checks need to do for this and possible solutions please.

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  • What is the Org-Wide Default, record ownership, and relevant sharing?
    – David Reed
    Apr 15, 2018 at 20:25
  • David, OWD is private ..it's new to me where can I check for other two ownership and sharing
    – Sri
    Apr 15, 2018 at 20:28
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    Does the user's profile has access to the record type?
    – Raul
    Apr 15, 2018 at 21:51
  • Yes Rahul .. it is
    – Sri
    Apr 16, 2018 at 5:34

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Salesforce record access is a complex and layered topic. You need to get a thorough understanding of the underlying mechanisms in order to effectively debug this type of issue.

The Data Security Trailhead module may be useful.

If the user's profile- and permission set-based FLS settings allow them access to this object and field, the next step is to determine the user's record-level security settings (presuming that the Organization-Wide Default is not Public Read/Write).

Every record has an owner, which is typically displayed on the record page. The record owner has edit permission on the record and absent some other factor would be able to change the record type.

If the user in question is not the owner, they have access to the record for some one of a large number of potential other reasons, which in this instance does not include edit access such that they could change the record type. These reasons could include sharing rules, the role hierarchy, access to the parent Account, manual sharing, and others. You can get a summary of the user's record-level access by selecting the Sharing button on the page layout.

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  • Thanks David, here User is the owner of the record and he is the only one in the role higherchy and only user in the profile.
    – Sri
    Apr 15, 2018 at 20:49

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