Setting Activity Organization-Wide Defaults for Sharing

    In order for users or contacts to update projects, Inspire Planner requires that your Organization-Wide Defaults are set up for sharing. This means that the Organization-Wide Activity object will need to be set to Controlled by Parent.

    Setting the object to Controlled by Parent means that a user can perform a certain action (view, edit, delete etc) if they have permission to perform the same on the record associated with it. 

     

    1. Click Setup in the header.

     

     

    2. Enter “Sharing Setting” in the find box.

     

    3. Click Edit in the Organization-Wide Defaults area and for the Activity Object, set the Default Internal Access to Controlled by Parent and click on Save.

     

     

     


    Tags

    Administration

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