Re: Unique role for contractor - [#1129213]

From
Mike Conner <mike.conner@thekey.com>
To
Amanda Maldonado <salesforcesupport@homecareassistance.com>, Timothy Thomas <tt@thekey.com>
CC
salesforcesupport@thekey.com
Date
Fri, 20 Jun 2025 12:09:10 -0400
Folder
INBOX
--000000000000da067c0638031590 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable @Timothy Thomas Tim - Can you answer Amanda's questions below? She is asking if your new contractor Meighen is unable to access needed information in Salesforce. I just want to ensure that Meighen has the appropriate level of access. Thanks, Mike On Fri, Jun 20, 2025 at 11:54=E2=80=AFAM Amanda Maldonado wrote: > Hi Mike, > > Are there particular records or tasks this user is unable to access or > complete? Corporate User may be the most appropriate profile. > > Thanks, > Amanda Maldonado > > On Thu, 19 Jun at 4:13 PM , Mike Conner wrote: > Good day SalesForce Team, > > Timothy Thomas put in a SF access request for > meighen.fitzpatrick@thekey.com. Meighen is a contractor that works for > Lifeguard and will be helping to drive sales around the product. > > She is based in Canada, but will be supporting regions in the US. Right > now she has Corp Corp for profile and role, but I'm not sure if that's > correct. > > Can someone take a look to ensure she has the proper access? > > Thanks, > *Mike Conner* > IT Manager - Services and Support > Contact IT Support 8am-9pm est @ (888)838-1955 | hca.freshdesk.com > TheKey.com > [image: TheKey] > > 1129213:611100 > --000000000000da067c0638031590 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable @Timoth= y Thomas =C2=A0 Tim - Can you answer Amanda= &#39;s questions below? She is asking if your new contractor=C2=A0Meighen i= s unable to access needed information in Salesforce.=C2=A0 I just want to ensure that Meighen has the appropriate level of ac= cess.=C2=A0 Thanks, Mike=C2=A0 On Fri, Jun 20, = 2025 at 11:54=E2=80=AFAM Amanda Maldonado &lt; salesforcesupport@homecareassistance.com = &gt; wrote: Hi=C2=A0Mike,=C2=A0 Are there particular records or tasks this user is unable = to access or complete? Corporate User may be the most appropriate profile. Thanks,=C2=A0 Amanda Maldonado On Thu, 19 Jun at 4:13 PM , Mike Conner &lt; mike.conner@thekey.com &gt; wrote= : Good day SalesForce Team, Timothy Thomas put in a SF access request for=C2=A0 meighen.fitzpatrick@thekey.com . Meighen is a con= tractor that works for Lifeguard and will be helping to drive sales around = the product.=C2=A0 She is based in Canada, but will be supporting regions in the = US. Right now she has Corp Corp for profile and ro