65
SM1
M1 M2
S1 S2 S3
U1 U2 U3 U4
this is my situation . s1 has user U1 under him . he should see only U1 cases
M1 has S1 and S2 under him . he should see both the guys and Users (U1 and U2) under him cases
Sm1 has manager (M1 and M2 ) under him . so he should see both and S1 , S2 , S3 , U1 , U2 , U3 , U4 cases
i tried setting up views
how can i achieve this . any help would be really appreciated .
Hi,
If M1, M2 & SM1 is on the parent BU as of other users then you can still use manager hierarchy. Give it a try and see how it goes.
You have to use Manager hierarchy security model. I assume all the above members are in same BU. You can setup the Manager lookup of respective user in CRM system user record.
Then under Settings - Security - Hierarchy, choose Manager hierarchy, Depth & Entities to skip. In your case, Depth is 3 as SM can see U1 cases.
Worth to mention, Managers can Edit their immediate reportees records, whereas can only Read the next level. For ex. M1 can edit S1 but can only Read U1 cases.
Hi tarunnyc,
You can achieve this by implementing the hierarchy security model. Read this article for information on hierarchy security.
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