How to Share an Account Profile in CRM

Overview:

This article provides the steps on how to share an account profile to another user or team in CRM.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates and open it.

3. Within Xvantage for Associates, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In CRM, click Account Profiles under Extension in the sidebar menu.

6. Search for the account profile you want to share by using Filter by or the quick find icon.

7. Once located, tick the checkbox beside the account to select it.

8. The Share icon will appear in the command bar. Click it to continue.

   

9. Input the user or team that you want to share the Account Profile with.

   

10. Grant the selected user or team access to the record by assigning the appropriate permissions:

    • Read

    • Write

    • Delete

    • Append

    • Append to

    • Assign

    • Share

11. Once the permissions are selected, click Share to share the account profile while maintaining ownership.