Overview
When users can’t see or edit certain leads/deals, it’s often due to role‑based permissions or territory restrictions. This guide helps you diagnose and fix those issues.
Procedure
Reproduce the issue with the affected user’s account (or ask them to send screenshots).
Go to Settings → Roles & Permissions and select the user’s role.
Under the Leads and Deals sections, verify that View, Edit, Delete, and Convert permissions are enabled as needed.
If you use Territory Management, check Settings → Territories to confirm the user’s territory includes the missing records.
Save any changes and ask the user to log out/in to refresh permissions.
Tips
Use a “Test User” account with the same role to diagnose without affecting production data.
Document any permission changes in your internal change log.
Regularly audit your roles to remove orphaned or overly permissive roles.
Troubleshooting / FAQs
User still can’t see records: Confirm the record’s owner or territory matches one the user has access to.
Permission checkbox greyed out: Only Admins can modify certain high‑level permissions—check your own role.
Changes not applied immediately: Have the user clear browser cache or try an incognito window.