Currently in order to add a CTA to the Relationship 360, the user must have permissions to view the C360 in order to link the CTA appropriately to the Company and Relationship. If I have full permissions to access the R360 I should be able to create the CTA and save without having permissions to the C360 as well. We have CSMs who manage only at the relationship for a specific business unit and shouldn’t access the details at the C360.

Along these same lines, I am able to create a timeline activity at the R360 without permissions to the C360 but I can’t actually view the timeline activities I created in the R360 without permissions to the C360. If I have permissions at the R360 to add an activity I should be able to see these activities without having permissions to the C360.