A user ABC (ABC stands for a user name) has a restriction for creating Accounts in Fields & Actions for their Business Role. Now the user can also not create Individual Customers.
SAP Sales Cloud
Reproducing the Issue
- Login with the user ABC.
- Go to the Customer workcenter.
- Go to the Individual Customers view.
- Click + to create a new entry.
Result: an error comes up, "You are not authorized to perform this action".
The restriction for Account creation in Fields & Actions also deactivates the creation of Individual Customers. This is the designed behaviour.
Please restrict the creation of Accounts via the page layout for the business role.
account, individual customers, restriction, access, restricted , KBA , LOD-CRM-ACC , Account , LOD-CRM-ACC-PRI , Private Account (Customers) , Problem