I am currently trying to tailor the permissions for users according to the way we run our business. The issue I am having is that I would rather not allow our sales team to re-assign contacts. I have turned off the re-assign permission but now they are not able to create a contact and assign it to themselves.
This is unfortunately quite a big issue as we require them to create a new contact (if one calls in and needs setting up) however we wouldn’t like them to be able to re-assign a contact to themselves if they are already assigned to another sales agent.
I would like them to assign an owner to a contact. But not re-assign an owner to a contact. Which is what I thought this permission would cover.
This permission controls the ability to change the owner of a contact record. The owner is the user who is primarily responsible for maintaining a relationship with an individual contact. If this permission is set to No, the user will not be able to change the assigned user for any contact records.
We are currently setting this up through a contact form in Campaign Builder with an Owner Field Snippet