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327Hello,
I have 2 Sales Users in BU 3 and 1 Customer Service User in BU 1. BU 1 is the parent of BU 2 and BU 2 is the parent of BU 3. Both Sales Users are in a security role that allows parent child create, read, update, append, append to, and assign. When a Case is created it is owned by the Customer Service User and the Account on the Case is set to an Account owned by Sales User 1. Sales User 1 can read the Case associated with their Account. Sales User 2 can access the Account but cannot see the related Case.
If the Account owned by User 1 is Shared with User 2, User 2 can then read the Case. I understand that it is because of the cascade share in the Account/Case relationship however, I don't think setting up a process to share/unshare Accounts is the best solution.
Is there a way to provide this through the Security Role? Meaning, if I give the Users in BU 3 the privilege to read all of the Accounts in BU 3, I want them to be able to access the records associated with the Accounts in BU 3 as well, even if the related records are owned by someone in a higher BU.
Thank you,
Jim
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