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
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:
Products / Category
Products / Product Type
Products / Subcategory
Contacts / Contact Type
Company / Company Type
Opportunities / Opportunity Type
Opportunities / Opportunity Status
Opportunities / Sales Stage
Opportunities / Sales Probability
Time & Expense
