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ReportIs it necessary to assign positions when using Manager Hierarchy..?
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Is it necessary to assign positions when using Manager Hierarchy..?
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It could be that the manager hierarchy is not setup on the user records - or perhaps the CEO is more than 3 levels away from the sales people? 3 is the default 'Hierarchy Depth' and can be increased if you need. This would be the case if you had a hierarchy such as CEO->Director->Regional Manager->Sales Manager -> Sales Person since this would be 4 levels deep.
Hope this helps
you are right..
my exact problem is , when i use position hierarchy everything works fine ( ie. CEO has only read permission to salesperson )
But when i change it to manager hierarchy then things are not working properly ( ie. the CEO has read /write access to salespersons record and other records)
I don't know where i made mistake..!! any suggestions.!
You can use either position hierarchy or manager hierarchy - the manager hierarchy setting doesn't need positions to work - it will simply ensure managers can see what their subordinates can see.
Hope this helps
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