Sharing Data and Access Rights
The question raised in this section is:
Do you want:
1. All Contacts to be accessible by any of your team members, irrespective of whether they are Managers or Standard users?
or
2. Admins and Managers to control individually which Clients are accessible by which team member?
If your answer is:
1.
You must check
"Data Shared by all Users" in the Contacts Options menu. When checked, all Contacts and Companies are accessible by all users, even Standard Users, who can otherwise only access the data they own.
If your answer is:
2.
The option must be turned off. Managers can assign contacts and companies by setting the Owner field. See
Ownership Assignment.
