Notifications
Announcements
No record found.
Is it necessary to assign positions when using Manager Hierarchy..?
*This post is locked for comments
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
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.!
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.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
SA-08121319-0 4
Calum MacFarlane 4
Alex Fun Wei Jie 2
