I have 2 roles, both with the Contact permissions ...
# generale
ericbirdsall
11/08/2019, 5:52 PMI have 2 roles, both with the Contact permissions set to Full. 1 role is able to in-line edit contacts from the customer dashboard, though the other is not. Both are using the same view as well. Can anyone think of anything else that could be different that wouldn't allow one role to do this?
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sam1128
11/08/2019, 5:57 PMMake sure both roles have edit level permission for contacts
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ericbirdsall
11/08/2019, 5:59 PMIsn't full > edit?
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sam1128
11/08/2019, 6:07 PMYes it is.. is user have clicking on inline edit of the sublist.
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ericbirdsall
11/08/2019, 6:12 PMWould that be a user setting? or just the toggle switch that normally displays in a saved search?
ericbirdsall
11/08/2019, 6:14 PMAh - this may be it. They are using 2 different published dashboards. I'm wondering if 1 was set up without "allow inline editing" checked.
ericbirdsall
11/08/2019, 6:28 PM@sam1128 Turns out we didnt check the "override user settings" checkbox when publishing the 2nd dashboard. Did this, and now it's working. That's for helping me through this
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sam1128
11/08/2019, 6:30 PMWhich means she was using different search on her dashboard then. Which had no inline edit..
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ericbirdsall
11/08/2019, 6:33 PMCan't confirm. Both roles were using the "Basic" view for Contacts. Not a saved one
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