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Missing 'Create Prospect' Link On Organization Header

Owned by Tony Hayes
Last updated: Jul 08, 2019 by Diane Hogan (Deactivated)
2 min read

Application Scope: PEO

Problem

The Create Prospect link does not appear on the header of Organizations.

Cause

Missing Security

Solution

The Create Prospect link has its own security and logic behind it that determines how it presents. For this link to be available, the user must have edit rights to the organization, either through their user or a role of which they are a member being present on the security tab of the organization with Edit rights to that Org.  There is also template logic which determines how the link will react when clicked -  if the user has access to a single template, The Create Prospect link will create a workspace from that template.  If the user has access to multiple templates, the Create Prospect link will present the user with a list of these template workspaces, and allow them to choose which one to clone.  There are two security Entities that come into play in the PEO system for displaying and populating the 'Create Prospect' link: the 'CRM' entity as well as the 'template_YourTemplateName_member' entity.

  1. First and foremost the user will either need to be a Global Admin, or be included on the Security Tab of the Organization in question with Edit rights to the Organization (normally either the Sales user that created the organization or the Admin for that users default department).
  2. The user will also need to have the Can Create Workspaces checkbox selected on the user profile.
  3. The CRM Entity controls Organization access. To generate workspaces from an Organization, you will need Edit Access to the organization.
  4. Workspaces are generated from templates, so to have access to this functionality, the user will need template member access.
  5. The format for template member entities is the template name, bracketed by the words 'template' and 'member so:  'template_YourTemplateName_member'.
  6. Both of these entities should be added to a role in which the user belongs under the Role Admin dashboard located under System Admin  > Roles.
 


In instances with multiple templates that have the Client Master dataform as the Workspace Creation Dataform, selecting Create Prospect from the Org Action Center will produce a list of all of the Template workspaces to which the user has access, which also has Client Master set as the Workspace creation dataform.  In the example, this is the Client Template and the test template.


Create Prospect Link Does Not Appear On Organization


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