We have a manager approval process for certain urgency ticket sin our ticket pipeline and help desk. When a ticket in our legal pipeline is marked as urgent the user’s manager gets sent an email from HubSpot and we want to be able for them to click the email and then the help desk view will show only the relevant fields and from there they can edit the manager approved field and upload the approval. The problem we are running into is not all the managers have the ticket/help desk edit access. I’m trying to figure the best way to do this should i create a new team and add all managers as there additional team? Also, if this is an additional team will there view show this if i assign the view to this team? ro does views only show for main teams>
Team based views are helpful for what you’re describing.
If you’re on a hub tier that includes permission sets, those are also helpful.
A combination of teams, permissions, and record customization will give you what you’re describing.