Customer Forum

tabs not visible on records

External Posted: 2012-04-10 12:48

Other than those people allocated full 'System Administrator' rights my colleagues are unable to see the 'people' or 'organisation' tab on opportunities or the 'Transactions' tab on people records, or the 'Agreements' tab on organisation records.

All forms only have one view and this view is shared with the everyone group, I can't find why these are not visible?

Workbooks Support Posted: Wed, 11.04.2012 - 09:49

Hi Claire,

This is to do with a user's capabilities. Capabilities of a user are determined by which groups they are in. The reason system admins can see these tabs is because users in the system admin group have all capabilities.

To get to the user groups screen go to start > configuration > users and security > User groups. Make sure the relevant groups have the right capabilities and then make sure all your users are in the correct groups.

More information on capabilities and groups can be found here

External Posted: Wed, 11.04.2012 - 13:18

Thank you - do you know which of the 113 capabilities it is? I have looked through the list and can't identify?

Workbooks Support Posted: Thu, 12.04.2012 - 08:57

"View CRM Parties" and any other "View" or "Modify" capabilities that you want all your users to have should be in the "Everyone" group, or create a new group with the relevant capabilities which you can put your users in.