How can I access the diary of other staff in Service?

Modified on Fri, 10 Jan at 4:18 PM

The view the diary entries of other dealership staff within Service, you need to enable Access to all Prospects under role permissions for the user that is logged in.


How to Enable

  1. From an Administrator user, open Security Roles under Staff in Stock & Accounting.
  2. Select the desired Custom security role and enable the following:

    Stock/Sales Tasks -> Contact -> Diary
    CRM -> Prospect Administration -> Access to all Prospects

  3. Make sure the security role has been applied to the desired user for the appropriate branch.

    Staff -> Staff Maintenance -> (select staff) Edit -> Security -> Assign Security Roles


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