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Hi,
i want to make all my BU activity like leads, Opportunity to be visible only to my BU user. Other BU user shouldn't view access my leads, Opportunity.
Only higher level authority can view my leads, opportunity.
pls guide how to achieve that.
Thanks.
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Hi Irfan,
It is not possible to restrict the users access for any specific BU. As suggested by others, you can set BU level access to restrict user to access records from their own BU.
In your case, you can create 2 security role say "Sales Manager Global" & "Sales Manager Local".
In "Sales Manager Global" , you can set the org level privledges for all your required
entities (leads, opportunities etc)
In "Sales Manager Local" , you can set the BU level privledges for all your required entities (leads, opportunities etc)
Now, you assign "Sales Manager Global" security role for top BU [User who needs to have access to all records]
and assign "Sales Manager Local" security role for child BU [User who should not see records from other BU]
How:
When you give only BU level access to any users they can only access data to their BU only.
I have given salesperson security role[default role] which has organization level access.
how to give user BU level access.
Currently all user have assigned saleperson role, now want to hide only ONE business unit leads from other business unit.
is it possible to NOT to change other business unit security permission and just apply specific setting on ONLY ONE BU so that this BU leads can be hide from other BU.
pls guide. thx
When you give only BU level access to any users they can only access data to their BU only, so if you will give all the user who are in same level for example BU2 and BU3 BU level access they will be able to access only their BU level data. for the parent you can give ORG level access because they might want to access data from all the BUs.
Hope it will help.
Thanks
In the security roles, keep the read access to Business level only. For Higher level authority users, keep it to Parent Child BU Level.
thanks for link, but still i am not clear what steps to take to achieve my requirement. should i go to create team to hide leads/opportunity from other BU.
pls guied.
Thx
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