Created by: John Mitchell

Modified on: Mon, 17 Jun, 2019 at 5:39 PM

You are adding a new company or opportunity via your email plugin from Outlook or Gmail, and you receive this error:

This means that you are not authorized to create or modify this company due to a mis-configuration of your sales team membership.   In this example, if the email contact which I am creating an opportunity is on the “Robert Tanenbaum” sales team, but my user id does not have me on the “Robert Tanenbaum” sales team, the system will prevent me from creating the opportunity or adding a company to the Robert Tanenbaum sales team because I am not authorized to do so.

The Fix:

The solution is to contact your Repfabric administrator or support@repfabric.com, whom will troubleshoot as follows (you must have administrative rights to see across all sales teams):

1.) Determine which sales team the contact belongs to by inspecting the contact’s sales team in the web portal.    (Hint: you can look up the contact in the Sync+ connector and use the popout to jump to that contact’s web portal record)

From the web portal, follow the menu to the contacts:  Home > OppLoop> Contacts > lookup the contact in question

In this case, “Jeremy Hall” (the contact with the error) is on the “Robert Tanenbaum” sales team.

2.) Check to see if the salesman reporting the problem is a member of the sales team the contact belongs to.  In this example, Jack Rep (my sales person in Repfabric reporting the error) is not on the Robert Tanenbaum sales team.  Because Jack Rep is not on the Robert Tanenbaum sales team, Jack is not authorized to create an opportunity for the contact “Jeremy Hall“.

From the web portal, follow: Home > Set Up > Sales Teams > select the sales team of the erroring contact (“Robert Tanenbaum)

As you can see, Jack is not on the Team Member list and thus does not have authorization to modify the contact and related Opportunities.

3.) At this point, there are three options (depending on why things are miscoded): 

  1. Add your Repfabric user (“Jack Repdemo”) to the “Robert Tanenbaum” Sales Team.  Note, this will give Jack access to all of the contacts on the Robert Tanenbaum sales team.   If this is not acceptable, see below:
  2. Move the contact “Jeremy Hall” to the proper company that Jack Rep has authority to maintain (to a company with a Sales Team that Jack Repdemo is on).  This fix should be done if the contact is located under the wrong company or location of a company and would simply be a contact clean up step.   Within the web portal, open the contact “Jeremy Hall” and select his correct company using the eye glass company lookup.
  3.  Change the Sales Team of the company to which “Jeremy Hall” belongs, to a sales team that Jack Repdemo is a Team Member of.   This fix should be used if the company is truly mis-coded to someone other than Jack Repdemo (in this case “Robert Tanenbaum”).