I need help setting up security for multiple Branches (30) inside a Business Unit. This data is already loaded but I need the security to work a follows.
Let’s just start with 3 branches
Regional Manager – Has R/W access to all records for Branch 1, 2 & 3.
Branch Manager – Has R/W access to all records associated with their Branch
Inside Sales Rep 1 - does not own any Company or Contacts but needs R/W access to FSR1 and FSR2 Accounts and Contacts.
Inside Sales Rep 2 - does not own any Company or Contacts but needs R/W access to FSR1 and FSR2 Accounts and Contacts.
*Inside Sales - own their Activities an only need to see theirs
Field Sales Rep1 - is the owner and needs R/W access only his records (Accounts, Contacts, and Activities)
Field Sales Rep2 - is the owner and needs Has R/W access only his records
Each user is associated with a Branch.
Here is what I have started
I created a new Security Role called Branch1_ISR
I created a new Owner Team called Branch1_ISR and added user: ISR1 & ISR2
**The big issue I am not sure how to associate this team to the FSR records.
