The Co-management tab
SECURITY Security level with access to CRM, and Edit All or Edit Mine permission for associated organization.
NAVIGATION > CRM > Search > Organizations > click Search > click an organization name > accessory tabs > Co-management
The Co-management tab appears on the accessory tabs of the Organization page of organizations that have co-management enabled. On this tab, you can disable co-management for the organization, and view and edit the co-managing users and teams assigned to the organization.
NOTE This tab is not visible to co-managing users.
To open the page, use the path(s) in the Security and navigation section above.
The button bar contains the following options:
Option | Description |
---|---|
Edit |
Click this button to put the co-management tab into Edit mode. You can do the following:
All these resources will also be on the account team of the organization, and will have the same permissions as the account manager. |
Disable Co-management |
Click this button to disable the co-management feature for the organization. All co-managing resources and teams will be disassociated from the organization. Any tickets that were assigned to a co-managed user will become unassigned. However, if a co-managing user is the account manager, he or she cannot be deactivated. You must assign a different account manager before you are able to proceed. |