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Hello,
I have the following security requirements that I need to implement in our module:
I created a Business Unit called "IT Department" that has 4 users as follows:
I am still stuck on how can I restrict access for User 2 to not see User 1 data and allow him to see the normal team members' data?
If I created a custom security role for User 2 and gave him everything at the BU level then he will be able to see User 1's data again.
Note: User 1 cannot be assigned to have access to the Organization level only the BU that he belongs to.
Could you please advise what will be the solution to the above requirements? I would greatly appreciate it if you could provide an example.
Best regards,
EBMRay
How about this
IT Department
User 1 (Business Unit ) User 2 (Parent Child)
User 3 (Business Unit) User 4 (Business Unit)
IT Department: Parent BU
User 1 and user 2 are child of IT Department
User 3 and user 4 are child of User 2.
I guess your explanation of user 1 is not clear. If user 1 has to see all the records of managers and other users (since is director), then you can design as below:
IT Department
User 1 (Parent Child )
User 2 (Parent Child)
User 3 (Business Unit) User 4 (Business Unit)
Hope this helps.
Hi EBMRay,
Maybe you can use the Manager hierarchy to achieve your goal.
The Manager hierarchy security model is based on the management chain or direct reporting structure, where the manager’s and the report’s relationship is established by using the Manager field on the system user table.
With the Manager hierarchy security model, a manager has access to the records owned by the user or by the team that a user is a member of, and to the records that are directly shared with the user or the team that a user is a member of.
So you can set user 2 as the manager field for user 3 and user 4, Then you just need set 'user' level read privilege for the user 2.
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