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Prior to an Organization having a workspace generated and becoming a Client, the Org does not have it's its own related workspace. These pre-workspace organizations will all share a workspace , this will be called CRM Sales Workspace.
To make the users available for activities you will need to add them as users of this workspace.
- From Open the Sales workspace, go to Workspace Settings | User Access - this .
- In the Action Center menu, select Users .
This will bring up a list of users pre-filtered for this workspace. - Click Add.
- Clear the Workspace Name and click 'Search'
- Find the user in question in the list and add the account to the workspace workspace by checking the 'User' box at the end of the rowThe Add Workspace Users dialog box opens.
- Locate the user and click Ok.
- There will be a slight delay while the workspace provides this user access.
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