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esealpha
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Membre depuis ‎févr. 22, 2022
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esealpha le Mars 09, 2024
Use of Teams
I am trying to create a custom sidebar for account records, which is easy enough. However, I don't want all the integrations and other options showing for everyone. So, I decided to make a "super admins" custom sidebar. Again, it's easy enough. Lire la suite
Répondre Discussion Enterprise
0 Mention J'aime
4 Réponses
esealpha
Contributeur
Mars 11, 2024
Yes and no. I created a new team with members from other teams. B/c they are members of other teams, they are "extra" members of the new team. Conseq...Lire la suite
JMayhew6 le Janvier 23, 2024
Addressing Extra and Main Team member limitations
I want to suggust to the HS product team that you address some of the limitations to Team membership. I recently learned that if a user is listed in a team as an 'Extra' team member, that this limits certain functions. For one thing, they canno Lire la suite
Répondre Idée Users & Teams & Permissions
6 Mentions J'aime
1 Réponse
esealpha
Contributeur
Mars 11, 2024
I'm entirely in agreement. I just tried to assign a custom sidebar to a Team I created with members from several other teams. Unfortunately, that mak...Lire la suite
esealpha le Mars 09, 2024
Use of Teams
I am trying to create a custom sidebar for account records, which is easy enough. However, I don't want all the integrations and other options showing for everyone. So, I decided to make a "super admins" custom sidebar. Again, it's easy enough. Lire la suite
Répondre Discussion Enterprise
0 Mention J'aime
4 Réponses
esealpha
Contributeur
Mars 11, 2024
Yes and no. I created a new team with members from other teams. B/c they are members of other teams, they are "extra" members of the new team. Conseq...Lire la suite
esealpha le Mars 09, 2024
Use of Teams
I am trying to create a custom sidebar for account records, which is easy enough. However, I don't want all the integrations and other options showing for everyone. So, I decided to make a "super admins" custom sidebar. Again, it's easy enough. Lire la suite
Répondre Discussion Enterprise
0 Mention J'aime
4 Réponses
esealpha
Contributeur
Mars 11, 2024
Yes and no. I created a new team with members from other teams. B/c they are members of other teams, they are "extra" members of the new team. Conseq...Lire la suite
Résolues
esealpha le Février 26, 2024
Workflow for Task assignment and followup
I've created a workflow that assigns a Task to a user based on a selection. The Task has a 7-day reminder set. So, what I am wondering is if I've gone about setting up the follow-up to the task properly.
Répondre Discussion Enterprise
0 Mention J'aime
4 Réponses
esealpha
Contributeur
Février 27, 2024
Thats the plan.
Résolues
esealpha le Février 26, 2024
Workflow for Task assignment and followup
I've created a workflow that assigns a Task to a user based on a selection. The Task has a 7-day reminder set. So, what I am wondering is if I've gone about setting up the follow-up to the task properly.
Répondre Discussion Enterprise
0 Mention J'aime
4 Réponses
esealpha
Contributeur
Février 27, 2024
Thats the plan.
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