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    The company where this CRM is running is heavily "siloed" -- vertical security where each business unit wishes to seclude its data from all the others.  That's fine and I've set that up.

    However, there are a few players who have been invited to participate in another BU's soiree.  I'm pretty sure it can't be done but I need to ask, can I effect some arrangement where a user is seemingly in two BU's in terms of access privileges?  By that I am excluding the solution of managing a blizzard of record sharing.


    PS- sure would be nice if one could assign a unit-A inherited role to a unit-B user!  But even if that would work it would be a data base hack.
    • Edited by mardukes Wednesday, July 15, 2009 4:16 PM
    Wednesday, July 15, 2009 4:10 PM

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    The only way to do this is to have a Parent BU and place the two BU's under the Parent.  The few players that need access to both BU's can then be given Parent / Child rights on the BU's.
    Best Regards, Donna
    Wednesday, July 15, 2009 6:05 PM