Why can't I see other Prophet users data?

Official responses to FAQ provided to Avidian Technologies

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Why can't I see other Prophet users data?

Post by admin » Thu Mar 29, 2018 10:04 am

Why can't I see other Prophet users data?

Symptoms
You are unable to view Prophet records after loading Contact, Opportunity, or Company Manager but you know that your company has data in Prophet

Solutions
Step A: Verify your View settings are correct
  1. Open Outlook and click Contact/Company/Opportunity Manager
  2. Inside Prophet's view that loads, click the 'Edit This View' button
    EditThisViewButton.png
    EditThisViewButton.png (11.68 KiB) Viewed 351 times
    EditThisViewButton.png
    EditThisViewButton.png (11.68 KiB) Viewed 351 times
  3. Verify you have the view set to 'User Assignment(s)' and that its also set to 'Assigned to Me'
    VerifyViewSettings.PNG
    VerifyViewSettings.PNG (22.07 KiB) Viewed 351 times
    VerifyViewSettings.PNG
    VerifyViewSettings.PNG (22.07 KiB) Viewed 351 times
  4. Click OK and see if data now populates in Prophet. If not go to Step B
Step B: Have a Prophet Admin verify your Hierarchy View Settings
  1. As a Prophet Admin, visit: https://prophetondemand.com
  2. Sign in as a Prophet Admin
  3. Click the 'User Management' link in the menu to the left
  4. Find the effected users name and click 'Edit' next to it
  5. In the window that appears, click 'Hierarchy View Access'
  6. Verify the user has 'Peers and Managers' filled in and click 'Save'
    Hierarcyhy.PNG
    Hierarcyhy.PNG (22.62 KiB) Viewed 351 times
    Hierarcyhy.PNG
    Hierarcyhy.PNG (22.62 KiB) Viewed 351 times
  7. Once the permissions are saved, have the effected user restart Outlook
  8. Load the view from Step A and see if data now appears
If you're still having issues after that you'll need to setup a support ticket by clicking HERE or call us: +1.800.399.8980

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Last bumped by admin on Thu Mar 29, 2018 10:04 am.

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