Hi all
Hope that someone can shed some light on how to set up security roles for users belonging to different business units in the Marketing app.
I have 3 Business Units, A, B and C.
Users in unit A have access to all the data. The ones in business B have access to Accounts and Contacts and a few Custom entities. They will only have access to the Sales app.
Users in business C can have access to Contacts and a Custom Entity and they will be using the Marketing app.
I am ok with setting up the security roles for users in A & B, but is the users in C that I cannot figure it out.
The Marketing module comes with a lot of security roles where a lot of them have full access to the Contact and Account. I would like to grant users in C access to all the marketing features, but restrict their Contact and Account access.
How do I go about and do this?
Cloning the marketing roles is not an option, as they can get changed ever time there is an update.
Creating a new security role specifically for them based on all the marketing roles is not an option either, as there is a chance I miss some permissions, plus the update of the out of the box ones can create issues.
Please help. How do I deal with is?
Thank you
