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I'm trying to get my head around why the below scenario is not working as I expect. All I'm trying to do is separate Account access at user level.
User A is within the Root Business UnitUser B is within a new Business Unit Created 'Sales Department'
User A has been assigned the System Administrator RoleUser B has been assigned the Sales Team Member Role
I have modified the Sales Team Member Role that User B is assigned to so that you can only view Accounts where you are the Account Owner
However, when I login to the client I still see all of User A's Accounts where User A is the owner.
Can anyone direct me where I'm going wrong please.
I have just noticed that the Accounts owned by User A when logged in as User B are all showing "Read-only: You don't have access to edit this record." I assumed by setting the Role - Account - Read to User it would completely remove any Accounts that are owned by any other user?
All sorted! What a headache the Roles area can cause if you don't keep it basic. Coming from working with other CRM products this area seems a bit overkill.
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