Sales Organization Access

Managing Sales Organization Access

Sales organization permissions are applied to Custom reports and Business Intelligence reports. Sales organization permissions can be created in Settings → Sales Organization Access.

The users are listed in the view by sales groups; you can search for a certain by selecting a sales group and if wanted, a text to search. If the user is not part of a sales group, you can find the user from the sales group named – No Group –.

You can activate the needed sales channel and sales group permissions for the user (see the picture below). The changes are saved with Save button. Remember always to save the changes before you make a new search.

Permissions – Custom Reports
Related Lists
Report Generator
Scheduled Tasks
Sales Organization Hierarchy
Product Select Popup Customization
Combined Shape