Hello all,
One challenge with security with customers is to restrict visibility of a user to specific customers or sets of customers. It seems that if an organizational hierarchy was used with a purpose of security this could be achieved but I fail to see how one can tie an organization department to a customer.
Here would be the ideal situation.
1.)An organizational hierarchy is created with Sales as the root.
2.)Below sales would be additional nodes, such as EAST, CENTRAL, MOUNTAIN, WEST.
3.) Then from System Administration > users > the Sales role for the user is selected.
4.) At this point the Assign Organizations button is enabled and selected.
5.) I select the radio button for "Grant access to specific organizations individually".
6.) Next select the organization hierarchy.
7.) Finally select the Node and Grant access.
Now when that user logs into the system they would only see customers that have been placed into one of those hierarchy nodes listed above.
Is it possible to achieve this concept?
How would I tie the customer record to the organizational hierarchy?
