How to make a sales team (rep, manager, director) ...
# ask-stanley-ai
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How to make a sales team (rep, manager, director) visible for users on a customer record without giving those users access to edit the team
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AI generated answer (using internal Slack threads):
To make a sales team (rep, manager, director) visible for users on a customer record without giving those users access to edit the team, you can follow these steps: 1. Create a custom form that has the Sales Team subtab setup to not show. This will prevent users from editing the Sales Team Subtab. 2. Use a before load user event script to access the form and get the sales team sublist. You can refer to the NetSuite Help Center for more details on how to do this. 3. Set the display type of the sales team sublist to hidden. This will hide everything in the sales team subtab. 4. Go to Setup > Set up SFA > Restrict by transaction sales rep only. This will restrict sales reps from seeing other sales rep's sales data. 5. Make sure you mark sales role on the role preferences as well. This will ensure that the restrictions are applied to the sales role. 6. Untick 'allow viewing' from the role preferences. This will prevent users from viewing the sales team information. Remember, these steps will only make the sales team visible but not editable. Users will be able to see the sales team information but will not be able to edit it. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.834251165
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.824926555
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.819886863
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