Please be sure that all permissions align exactly as listed in the screenshots below.
*NOTE* Click photos to enlarge.
Companies
Finance
Marketing
Procurement:
Project
Sales
Service Desk
System
Update Security Table
The "Update Security" modal page can be opened and modified by clicking the link in the "Table Setup (Customize)" entry under the System section (in the "GlassHive Integration" Security Roles).
Ensure the following entries are moved under the "Allow Access to these" section and the changes are saved, as shown below:
Contacts / Contact Type
Company / Company Type
Invoicing/Billing Cycle
Opportunities / Opportunity Status
Opportunities / Opportunity Type
Opportunities / Sales Probability
Opportunities / Sales Stage
Products / Category
Products / Product Type
Products / Subcategory
Time & Expense
