Hi guys,
I was made aware of an unusual situation today. We have 3 people in this scenario.
Employee #1 has been working with Plans & Steps for some time now (even in their previous form of Solicitations & Ticklers) so we know they are doing things right. For a long time they assigned most of the steps they created to Employee #2 and these step reminders happily showed up in Employee #2's reminders window without issue. We have since hired Employee #3. As far as I can see, Employee #3 has exactly the same setup and permissions as Employee #2. Also, Employee #1 still has all the same permissions to assign reminders to the user group in question and all that jazz.
However, when Employee #1 assigns a step to Employee #3 (exactly the same way they always have to #2) they are not able to see that in their reminders screen no matter what they do. I tried experimenting with one today and I took an existing Step that Employee #2 was unable to see. I tried assigning it to myself and then Employee #2. We were both able to view it as a reminder. Then when I changed it back to Employee #3 they still could not.
I'm going buggy trying to figure out what could possibly be missing between #2 and #3. I honestly see absolutely no difference between their security setup or their worker setup in Tess. Yet here we are...
I figured I'd see if anyone has a suggestion for me before I open a help ticket on the matter.
Thanks!
Hi Beth,
I had a similar issue recently which I was able to resolve by adding the Worker ID to the user profile in Security. We're on version 12.1.2
CheersSarah
Thanks, Sarah! That did the trick.