Editing prospects but NOT editing Accounts

[pctom]

Hello Team

Is there a possibility to configure C4C in the way that the user is able to edit prospect data, but no account data?

Reason is, that accounts are also existing in the SAP ECC system and should not be modified from the C4C user anymore.

[stefaniemoschke]

Hey

You can use UI rules and make all relevant fields read-only depending on the account role.

Or you can use a pagelayout - where you make all relevant fields read-only which should not be changed and assign the pagelayout to the relevant "instance type" and business role(s).

Please let me know, if you need more details about the options.

KR

Steffi

[RonRas]

Hi Thomas,

I think with rules it should be possible.

We are in the same situation. And all data being synched with the ECC is not editable from users except admins.

Best regards

Ronald

[Juliuspereira]

Hi Tom,

The only downside with using rules or using business roles with page layouts, is that you would have to do it for every field.

Alternately, you could try to have a a small piece of sdk code written on save wherein, you check the account role and if it is 'prospect', then give an error message and do not permit the save. If you go this route, 2 additional things that you might want to check is, to see if this code works when/ if you have enabled editing in datasets and inline editing.

Julius

P.S: The easiest option would be to use rules on the edit button. Unfortunately, the edit button cannot be controlled via adaptation. So this is a good candidate for an idea on the influence portal.