How do I prevent sales people from seeing each others prospects?
Summary
The following article explains how to set user security so that sales people can only see their own prospects, and not each others.
More Information
The first thing you need to do is create a mask heading for Sales Prospecting.
Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings".
- Locate a spare mask heading, in this example we shall use slot '9'.
- Over-type the word "Spare" with "Prospects".
- Press <Esc>.
Next you need to set the system security for the Sales Prospecting module.
Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings Security & Print Configuration"
- Press <Down Arrow> until you find the Sales Prospecting module, which is shown as 'SXPSP'.
- Under the heading of "Mask No.", enter '9' (This will correspond to the heading created in the steps above).
- Under the heading of "Security", enter '5'.
- Press <Esc>.
Finally, you need to set the relevant security level for Sales Prospecting for the users that have access to it to prevent them from seeing each others prospects.
Go to " Reports & Settings Maintenance Options System Administrator Add or Edit Users".
- Enter the name of the user you want and select [Search].
- Select [Edit].
- Navigate to the [Security] tab.
- On here you will see a list of Platinum Modules on the left hand side of the display, with a security level next to it. By default this is set to '9' which equates to full access. Likewise, a setting of '0'.
- Select "Prospects" field and set that to a '1'.
- Now Select [Done] and [Accept] to save changes.
- Press <Close> to exit.
See also
- How do I set up a new user?
- How do I Set Up User Security in Platinum?
- How does prospect Contacts Due work?
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