Hi Everyone,
I've got a request from a group of four users who will be working together to share records amongst themselves and I'm wondering what would be the best way to accomplish this within the company.
The group of four are currently assigned under the parent Business Unit along with the rest of the users in that Unit. The parent Business Unit is restricted to just user access to just about everything. So from what I can tell I have a few different options.
1. Sharing - they could each share records with each other but this is not ideal given all that I've read about the nightmare this can create
2. Access Team - This seems like a good option in theory. I could create the Access Team then add a field on the Lead, Contact, and Opportunity form for the owner to select which members have access to the records. Though I can already hear the complaints that they have to select someone to share the record with. My understanding is that they want to share all records automatically. So an Access Team might not be the best bet to make it an easy process for the user.
3. Create a new Business Unit underneath the parent Business Unit and assign all four users to the new Unit. Then set up a Security Profile and assign it to the new Business Unit. The new Security Role would limit access to the Business Unit which should work for those four users. I'm wondering though it assigning the new Business Unit a profile like that would mess us the current restrictions on viewing entities for the rest of the org.
Have you had a request like this and can share your approach and thoughts?
Thank you,
Chris
