Want to hide records from one user role from another.

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Posted on 16 Feb 2018 23:45:01 by Community Member

Hi,

How can I hide records created by consumer sales users from business sales user? in my organization, we have 2 type of business where we do c2c and b2b hence I don't want sales rep who is in c2c are able to see records created by reps for b2b, a detailed direction will be appreciated.

Thanks in advance.

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gdas 50,089 Moderator on 17 Feb 2018 at 06:17:20

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RE: Want to hide records from one user role from another.

You need to maintain business unit hierarchy . Let say currently you have only one business unit that is root or parent business unit where your B2B user is available. So now you need to create one business unit for C2C to restrict B2B record from C2C.

Here is the step

- Create one Business unit for C2C.

- Create one security C2CUserSecuriyRole role giving privileges for that entity in Business Unit Level . Make make sure By making Business Unit C2C user can see all C2C users record .

- Assign C2CUserSecuriyRole role to C2C users.

- Create another security role B2BUserSecuriyRole giving privileges for that entity in Organization level . So B2B user can see the C2C record.

- Assign B2BUserSecuriyRole role to B2B users.
Suggested answer

Alex Fun Wei Jie 33,626 on 17 Feb 2018 at 00:33:40

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RE: Want to hide records from one user role from another.

Hi

1. create two business units.

2. assign your sales rep accordingly.

3. under the security role , giving them business unit or user level privilege.