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Business Units and Security Roles RRS feed

  • Question

  • Hi everyone,

    Is there any way a user in a Child BU, access data on the Parent BU without giving the user:

    -Organization security role
    - or through shared data

    ??

    thanks in advance

    Monday, August 23, 2010 2:18 PM

Answers

All replies

  • I don't think it is possible as privilege levels only allows access to same level objects or child objects... As you said, only sharing remains...
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    Monday, August 23, 2010 2:41 PM
    Moderator
  • There is a loophole. Let's say I normally can only see my own activities or opportunities. Let us say my manager creates some activities or opportunities. According to my role I won't be able to see them BUT if I own the parent account record, I will be able to see them. This can be configured through the cascading settings of the relationship between the two entities.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/ 
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    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Saturday, August 28, 2010 11:23 AM
    Saturday, August 28, 2010 11:23 AM