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user should be able to manage multiple BU datas with different roles

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Posted on by chauhanhardik

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Hi community,

I have business scenario where I need your help.

User name	Business unit	Security Role
User11	BU1	Reviewer
User21	BU2	Approver
User31	BU3	Approver

As you can see in above table, User11 is a Reviewer in BU1 but user11 should be treated as a Reviewer in BU2 as well. And User31 is an Approver in BU3 but user31 should be treated as a Reviewer in BU2 and as a Approver in BU1.

It means User can work with their BU data as well as user should be able to perform other roles for other BUs.

Suggest me possible ways to design and implement this business scenario.

Any help here is much appreciated....

Thanks!

Hardik

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LuHao 40,872 on at

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RE: user should be able to manage multiple BU datas with different roles

Hi Hardik,

You can create a Team for each position of each BU, assign the corresponding security role to each team, and add users to the corresponding BU Team.

In this scenario, we create 6 Teams, they are

Team1 [BU1,Reviewer]

Team2 [BU1,Approver]

Team3 [BU2,Reviewer]

Team4 [BU2,Approver]

Team5 [BU3,Reviewer]

Team6 [BU3,Approver].

Each team is assigned a security role for its own position.

Then, add User11 to Team1 and Team3, and User31 to Team6, Team3, and Team2.
Ran Zhang on at

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RE: user should be able to manage multiple BU datas with different roles

Hi Hardik,

Below are my idea on this.

Create owned teams under BU1, 2 adnd 3 respectively.

Give Business Unit level security role to these teams.

Add User11 and User31 to team under BU2, and add user31 to team under BU1 again.

Or you may consider setting child BUs.

Hope above helps.

Regards,

Ran