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ReportWe are trying to set up security in our MS Dynamics CRM (Online) and are looking for how best to set up the structure/security.
Our reporting structure is as follows:
- A Customer Engineer reports to the Business Partner Account Manager.
- A Business Partner Account Manager reports to the Account Manager in the Parent Organization.
- I.E., Account Manager in the Parent Organization -> Business Partner Account Manager -> Customer Engineer
Our organization should be able to view Contacts/Services as follows:
- An Account Manager in a Parent Organization can view Contact information but should not be able to see the Service information for the Contact.
- A Business Partner Account Manager can view and edit the Contact information and associated Service information.
- A Customer Engineer can view and edit the Contact information as well as the associated Service information for Contacts assigned to them
Ability to assign Contacts should be as follows:
- The Account Manager can assign a Contact to the Business Partner Account Manager (we would ideally like the Account Manager to assign to Business Partner Account Manager TEAM).
- The Business Partner Account Manager can assign a Contact to the Customer Engineer.
- The Customer Engineer can assign a Contact back to the Business Partner Account Manager.
Given the above, how should we set up security to allow us to accomplish the above? Teams? Security Hierarchy Manager or Position? Or something else?
Thanks, in advance, for any and all help!
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