How to prevent users in one territory from accessing another territory

• 11-19-2008 3:10 AM

  jstumbo Joined on 10-06-2008 Posts 5	How to prevent users in one territory from accessing another territory Reply Contact Is there a way to prevent users that are assigned as the manager of a territory from accessing any accounts or other entities that are not assigned to their territory?  Trying to break it up a bit so that one person cannot see all customer data, only what they are responsible for.

• 11-19-2008 3:30 AM

  In reply to

  Frank Hermes Joined on 07-01-2008 Posts 163	Re: How to prevent users in one territory from accessing another territory Reply Contact A possible approach coud be: Set up Business Units for each territory and change the permissions for the roles that user can only access the records that are owned by ther business unit (territory).