There is a facility for a person to be able to impersonate another user in CRM Administrator and Diary.To do this you will need to:
Locate the User id of the user
- Select System utilities from the Master Menu
- Select Management menufrom the System Utilities menu
- Select User details and then search to locate the person's User id
Check the user has access to the MK module
- Select System utilities from the Master Menu
- Select Management menu from the System Utilities menu
- Select Permissions and securities from the Management menu
- Enter the User ID and ensure there is access to the MK module
Check the user details in CRM
- Select CRM from the Master Menu
- Select Miscellaneous options from the CRM menu
- Select Team management from the Miscellaneous Options menu
Ensure that the user is set up to be part of a team, has access level 2 and the Active field is ticked.