Discussion Forums

Can’t see any contacts or companies

 
New Member
3 posts

I think I just eliminated my ability to see any contacts or companies by deleting the original “security group” to which everything was assigned. I re-created a group of the same name (my company name), but it didn’t cause anything to come back. As of right now, I can see a total of zero contacts and companies. Oops.

Help?

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Administrator
3952 posts

Click Workspace > Deleted Items (sort by date by clicking on field header), select the deleted workgroup, click the undelete icon.  Does that help?

New Member
3 posts

Good idea, but I get the message “Error restoring item record: you are not allowed to restore requested group”. I still can’t see my old contacts. :-/

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Administrator
3952 posts

Most likely it cannot be restored because you created another group with the same name to replace it and workgroups must have unique names.  You could try deleting the second group you created, then restoring the first.  If that suggestion doesn’t work out just reach out to our support team (contact info on the website) and they’ll set you straight again.

New Member
3 posts

I thought of that already (duplicate group name), so I renamed it. It still didn’t allow me to restore the deleted group and correct the issue.

I’ll submit a ticket to support. Thanks for your help!

New Member
5 posts

I am trying to set up a client who’s new to Solve 360.  He set himself with 6 users. I don’t understand using the users vs. workgroups.  I wants to be able to oversee what everyone is doing.  Can you help?

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Lyncean
727 posts
Melissa - Mar 06, 2010 05:33pm

I am trying to set up a client who’s new to Solve 360.  He set himself with 6 users. I don’t understand using the users vs. workgroups.  I wants to be able to oversee what everyone is doing.  Can you help?

Hi Melissa, the last paragraph on this post might help you out:
http://norada.com/forums/viewthread/616/
and this one:
http://norada.com/forums/viewthread/862/

Basically if your client has 6 users, but only wants to make some projects or contacts available to 2 of those users, he can create a workgroup so that only those 2 people will see those projects or contacts

To set a workgroup and control who has access go to: Workspace->Set Security Workgroups.

Hope that helps. You can also search (top right hand corner) the forum for the word ‘workgroup’ and see what comes up

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Administrator
3952 posts

Thanks Dave, that info should be quite helpful.  Here’s also a snip from some training material being developed…

As an administrator, you have the power to manage Workgroups. A Workgroup is a place you save Contacts, Companies and Project Blogs so they can be shared with other users. Think of the Workgroups as rooms in a building: there is a room for each department or team in your organization. You can distribute keys, so you control who has access to each room. For example, Tom might have a key to rooms A and B, but not to room C. This prevents an overload of irrelevant information sharing.

In your case you would simply grant yourself access to each Workgroup so you could see all the contacts on the system.