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Hi!
I'm still migrating from GM, and to set the Organization Structure of my company (where I don't know who is doing what...) to after that create Users, Roles, Business Units, Teams, security fields policies, I am lost and don't know where to start from.
The company has only 70 employees, so it should not be a big deal.
Anyway, I'm reading documentation but still did not found an easy "how to" that would say things like, first you have to create a Business Units, then a team per people doing the same job including the responsible and so on (like a practical sample).
Also, for forms (i.e): contact form, is that right that you can only hide to a specific user fields that are created by myself? From here, should I create many contact forms, or ...
Was also thinking about using a diagram program to visualize and prepare the organization structure.
Would appreciate some basical and practical guidelines because reading a hundred documentation regarding this subject brings nothing to me.
Thanks
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I have the same question (0)You might start by categorizing which groups of individuals needs access to what records. Business units and teams are good for segregating access to groups of records. Then at a more detailed level you can create teams of users, logical groups that access can be applied to. Security roles and field security roles can then be created and applied per business unit to its teams and users to control access at a finer level.
The hardest part is just figuring out who needs what kind of access to the records.
As far as field security - it can only be applied to custom fields - either on the stock entities or custom ones.
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