Skip to main content
hamburger menu Created with Sketch.
Veeva Support is participating in a two-day Kickoff session on January 26-27. Support response times may be delayed during this time, but Veeva will continue to assist our customers in a timely manner. Thank you.

Search the Knowledge Base

How to Configure a Non-Administrator User to Create and Edit CRM My Accounts Views?

  • Updated

Overview:

How to configure a non-Administrator user to be able to create and edit My Accounts Views?

Root Cause:

Object Permissions and System Permissions are required.

Solution:

Check the following:

  1. When the user is not the owner of the View, the profile needs View Setup and Configuration Permission.  

  2. If View Setup and Configuration is not enabled and the user clicks on the Create New View link in My Accounts, the user does not see Bullet 1 in Step 4: Visibility (below). The user is not able to share the view with other users.  The user can only create Views. 

  3. The Manage Public List Views permission relates to standard Salesforce tabs and does not apply to My Accounts.

  4. Profile_vod__c field on the View_vod__c object:

  • If Not Visible: By removing Field Level Security (FLS) permission for a profile, the user in this profile cannot edit.

  • If Read Only: User cannot create Views.

Related Documentation:

N/A

Send us your feedback: We're always looking for advice to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.

Thank you

Powered by Zendesk