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view suggestion for hierarchy

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Posted on by tarunnyc

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 .

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Adrian Begovich 1,027 Moderator on at

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RE: view suggestion for hierarchy

Hi tarunnyc,

You can achieve this by implementing the hierarchy security model. Read this article for information on hierarchy security.

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Arun Vinoth 11,615 Moderator on at

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RE: view suggestion for hierarchy

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.

stackoverflow.com/.../7920473

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tarunnyc 65 on at

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RE: view suggestion for hierarchy

Thanx arun for the reply . the problem is all of them are not same business unit . only S1, U1 , U2.. are same unit . M1 , M2 , SM1 are different business units

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RaviKashyap 55,410 Moderator on at

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RE: view suggestion for hierarchy

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.

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tarunnyc 65 on at

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RE: view suggestion for hierarchy

they are on different BU

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tarunnyc 65 on at

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RE: view suggestion for hierarchy

they are different units

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