I’m study how to create a custom role which can do:
1. create new Account
2. create new Opportunity
Account created – here is all good but then I’m create new Opportunity and try choose that Account, i see: “You do not have permission to perform this action”
I have locally installed OroCRM Community Edition 2.6.1 and tried the same in on-line demo (Enterprise Edition)
Setting for Role I used:
Account [View-Business Unit, Create – BU, Edit – BU, Delete – BU, Assign – BU, Share – BU]
Opportunity [View-BU, Create – BU, Edit – BU, Delete – BU, Assign – BU, Share – BU]
i’m edited in local demo role “Sales manager” with upper settings – all work good.
Think I’m must edit some other options in my custom role but which??
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