We have a wide open territory structure among our internal sales people meaning that all sales people can/are responsible for everyone else’s quotes and tasks on those quotes.
I have always had it set up where I create the user security account, create a workforce, and then add ALL the other sales people as authorized users of that new workforce user.
What this creates is a mountain of work, since I then need to go back through all the other workforce users and add the new workforce user to their authorized user list.
With the end goal in mind that everyone can use everyone else’s “stuff” in Epicor, what’s the proper way to implement this? Is it possible to have no authorized users for each workforce and still have everyone be able to act upon other people’s tasks?
Give everybody the same role in Workforce and then use that role in your tasks. That would be the easiest…
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Would I then be able to get away from “authorized users”? If that’s gonna work, I am sooo glad you told me!!
Do you know how that would work with the Salespersons on a territory as well? It looks like it needs to be defined for each territory so it’s a similar issue
You always will have the primary authorized user for themself, but only that one.
As for territories, if you don’t mind everyone seeing everything, just click on the View All Territories checkbox.
Mark W.
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Hey Mark, sorry to dig this up. I’m finally getting the energy to take a second look at this.
If I set the “View All Territories” on the Workforce, will that enable that use to be able to update tasks in territories that the user is not specifically defined as a Salesperson for? That would be ideal…
I am thinking of getting rid entirely of the “authorized users” on each workforce (only setting the user as the workforce auth. user) and then defining the territories with a single “primary” sales person
So visibility is one thing but approving tasks is based on the Role. Your task has a role that indicates who can approve the task. Just assign that one role to all users and all of your tasks. That would give everybody the ability to approve any task. Does that make sense?
Mark W.
Yes, all the workforce would have the same role, so that should work. I just want to make sure the territory structure would also work, i.e. not requiring adding every possible sales person to each territory
