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I work for a bank and we have tellers who work in multiple branches. Here is the problem that I'm running into...
Many thanks in advance!
Hierarchical Security can help you isolate and provide granular access to the records...and more specifically position hierarchy..
Please follow the links below for more information...
You have an interesting scenario, please see if any of the following options could work for you
01. You could consider only giving Activity Read and even other activity permissions at Business Unit level
02. You could also consider updating the manager's reports to filter records only to their business Unit. Every record created CRM (including Activity Pointer) has an OwningBusinessUnit lookup set so I don't see why we can't filter by BU.
03. If the number of users is not that many, you could consider having a disabled User on both BUs to represent this floating user. Reasons for it being a disabled user is to reduce the license cost but if you do not have license issue, you can have a common user like Branch A User or Branch B User, and then when User A is switched to Branch B from Branch A, you can use the Re-Assign all records feature to assign all to the user in Branch A common user. And you could do that same when they switch from B to A. This is not an ideal solution but its a workaround worth considering.
There are other options as well, but let me know if any of the above three is close to what you are looking for. If not, I might be able to try and see if I can think of any other options.
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