This activity is used to add a representative to a CRM Access Group. A CRM Access Group is a collection of users who can share access to CRM records with one another. CRM Access is based on representatives. The representative assigned to a record automatically receives access according to the privileges defined in the corresponding access filter. When a representative belongs to an access group, that representative can be configured to grant group members access to records they own. The level of access granted depends on the configuration of the access group and the access filters.
Depending on how the access groups and filters are configured, a representative can:
Add representatives one by one, or click Add Multiple Representatives to add several representatives at once. Click Change Access Group to move representatives between access groups. A representative added to the group will, by default, share access to their records. If a representative should not share access to their records, select the representative and click Unshare All.
CRM Access Groups also support a special manager role. One or more members of an access group can be designated as managers. Managers can be granted privileges that differ from those assigned to other group members. Even if other members do not share their records with the group, managers can still be granted access. The privileges granted to managers are configured in the access filter. This allows sales representatives to share records with their managers without automatically sharing them with the entire team. As a result, a manager can, for example, review and update a business opportunity even if other members of the access group only have Read access. Select the Manager option for representatives who should receive access according to the manager privileges defined in the access filter.
The access control only applies to users who are included in one or more access groups. Users who do not belong to an access group are not affected by CRM Access restrictions.
Representatives must have been entered on the Business Representatives page.
The CRM Access Group must have been entered and saved.
The representative is added to the CRM Access Group.