目錄

※Reminder: For changing account permissions please login with a system manager account.
1. Go to [Customer > More Criteria > More Search Criteria > can be viewed by account user (system administrator only)], choose the representative you want to give the access to, then click on search.


2. After the system lists the customer, you can transfer the permissions by clicking button on [Actions for Customer(s) > Set Permissions].



來源連結:

https://vital-faq.azurewebsites.net/CRM/3854

https://support.vitalyun.com/en/vital-crm/faq?view=article&id=5042:how-do-i-transfer-customer-access-permission-after-the-responsible-person-is-not-working-with-company-anymore&catid=28
[Customer > More Criteria > More Search Criteria > can be viewed by account user (system administrator only) > Search > Actions for Customer(s) > Set Permissions]
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