455
Hi,
I have created different business units, add user in business unit and assigned role like salesperson, sale manager, VP sales.
I want to restric visibility of all record at business unit level. for example BU-A user can only see leads and opportunity to their own BU and now allow them to see other business unit like BU-B details.
pls guide how to implement these restrictions.
Thanks.
*This post is locked for comments
yes, change every permission. It would be good if you copy the role and then update the privileges.
Yes uts lengthy process but if you click on the entity name I.e account then it will change all the permissions at one for that entity.
trry clicking on account and see
"If you set the the priviledge as Business Unit than the users will have access to those records which are belongs to their BU. Try changing it to BU level and see if it works."
What should i changed at BU Level. Should create new security role by copying salesperson role and change organization to BU level on every level or just i need to change specific permission to set for BU level, as we can see under Business Unit under business management tab. pls guide
change every permission all green dots to half yellow is lengthy task. any other way.
full green means user will have access to all the records, half yellow.means will have acces to his Bu records only
You need to update the security role.
Example for account, under change all green dots to half yellow by clicking on it.
Check the youtube video i. shared in my first response
i am using default salesperson security role and assigned user just single salesperson role.
pls advise further.
with this set up, if you set the priviledge to just Bu level then it should restrict cross bu accesss.
Assuming that you have assigned the correct security role to the user.
Note that securoty roles works in cumulative manner I.e. if you have more than 2 security role than the final security priviledges woyld be the addtion of the 2 security role.
can you check if your security role has bu level access and your user has just this security role
Hi,
i have two level hierarcy. One top/parent BU and have Child BU.
- Main BU
- Sub BU1 [Salespersons/Salemanager in this BU see all record of this BU]
- Sub BU2 [Salespersons/Salemanager in this BU see all record of this BU]
for user i have given BU and salesperson role, but right now salesperson in BU1 can see records in BU2.
I want to restrict that access, only user in BU1 can only access data at their BU level.
pls guide how i setup this sort of permission.
Thx
You cannot set restriction for specific BU. However you can set privileges as Parent-Child business unit this means that the user can see record for his BU and records from its child BU.
You might need to create separate security role and set up your BU in some kind of Parent Child BU. Something like this-
- Restricted BU
- Main BU
- Sub BU1
- Sub BU2
and so on..
Then you can create separate Security role for Main BU [keeping Parent-Child privilege] user and Restricted BU users [Keeping BU level privilege]
Whats you current structure look like? Can you share some more details?
in saleperson role set account at BU level that i will apply to organization wide. is it possible to set it only for ONE Business Unit. only one business unit want to restric access and view of his BU data from other business unit. pls guide how to allow at only one business unit level. thx
If you set the the priviledge as Business Unit than the users will have access to those records which are belongs to their BU. Try changing it to BU level and see if it works.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,269
Super User 2024 Season 2
#2
Martin Dráb
230,198
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (