Access for the Partner Sales Representative Role

Typically, the Partner Sales Representative role cannot update any information on the Accreditation, Certification, Course and Exam record types. Accreditations, certifications, courses, and exams are read-only for the Partner Sales Representative role.

You can implement one of the following:

• Grant the Partner Sales Representative role read-only access to the four record types.

  It is recommended that you use this approach because it is easier to enforce, especially if you will be adding more fields to the page layouts frequently.

• Make the fields read-only on the appropriate page layouts for the four record types.

  This approach is useful only if you want the Partner Sales Representative role to be able to update some fields on some of the four record types.