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Customer experience | Sales, Customer Insights,...
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MS CRM Security role Multiple BU

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Posted on by 15

Hello, 

I have a CRM organisation with multiple BU and sub BU : 

Example : i have CRM Principal (Organisation ) and BU Sales  et BU Marketing et BU  service  and SUB BU for example for BU SALES i have two BU  BU SalesA and BU SalesB 

i want  a manager user in BU sales  for example  have a read access to all sub BU ( sales A and SalesB ) 

SO i added my user in BU  SALES and a give a read access for my user to organisation ( for Account entity in example)  but in this case my user see all accounts record in CRM organisation which for BU Marketing and BU Service.

SO how can i give the read access for my user for bu sales and sub bu ( sales A and sales B) and prevent the read access to anather BU. 

any idea can help me please 

Thanks

I have the same question (0)
  • David Jennaway Profile Picture
    14,065 on at

    You should add the user to a security role that has Parent-Child access level. This will give access to records in their BU and sub BUs, but not others

  • Ryuzo Tanabe Profile Picture
    on at

    Hi yosera,

    Did you get the expected results from adding privileges to user?

    If adding privileges to a user doesn't work as expected, I recommend raising support tickets for investigation.

    Thanks

  • yosera Profile Picture
    15 on at

    Hi

    Parent-child access level doesn't work for this case

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