Business units, teams, and restricted access

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Hi I'm trying to set up business units and teams with restricted access to read/edit opportunities. What's the correct method to implement?

My sales team users have the same security role with user level read/edit access. I want my sales team users to only be able to view/edit their owned opportunities. Except if they are in a team, I want them to be able to view/edit the other team members owned opportunities.

Example:

Team A has User 1, User 2, User 3

User 1 can view/edit opportunties owned by User 2 & User 3 but not see User 4-10 opportunities

Users 4-10 can only view/edit their owned opportunities

Managers can view all opportunities

I was a little confused by Business units (BU) and teams since each BU creates a default team, since it will give users access to the owned opportunities in the team and business unit they are in. I thought I could just have one business unit with all users, and restrict access by creating a teams within them, but since the default team includes all users in a BU it didn't restrict read/write access.

To get the result I'm looking for should I create a parent business unit (BU) and 2 separate child business units?

BU 1= whole organization, all users

BU 2 (child of BU1) = create owning team A (user 1, user 2, user 3)

BU 3 (child of BU1) = users 4-10 and restrict view/edit access to the user level in security role

Thanks,

Cynthia

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Joe Gill on at

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Hi Cynthia,

Yes create the parent and 2 child business units as you said

Create a security role for salespeople with access rights at business unit level.

Create a security role for managers that has access rights at organization level.

that should work

hth

Joe

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Community Member on at

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I also have inside sales reps who are partnered with a sales rep, so they should have access to the opportunities of their sales partner.

Should I make multiple BU's for each pair of sales and their inside sales reps? I will have a quite a few BU's.

Also some Inside sales reps work with multiple sales reps. Since a user can't be in multiple business units I would need a parent BU's with the inside sales rep to access different Sales reps opportunities. Bit of a weird hierarchy structure.

Are teams only used to share access among multiple people instead of as a sub-group within a BU for restricting access?

Thanks

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PS 23,577 on at

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For the salesperson you want just to read/edit their opportunity... provide them security role with user level access

Provide the same access to other salesperson but add them to the team (having BU level privileges)

Keep in mind that when u add a member to a team, the privileges are added up

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