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CRM 2011 teams, roles permissions RRS feed

  • Question

  • We have two companies near each other we want company A to be able to see Company B's data but we do NOT want Company B to see Company's A's data.   Can something be setup in the division, teams or roles that would allow for that?

    Thank you


    Russ
    Friday, November 18, 2011 1:58 PM

Answers

  • I would set them up as two separate teams (or maybe business units) in CRM.  You can use those entities to drive permissions and can set up scenarios by assigning different roles to different teams and such.
    Jamie Miley
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    Friday, November 18, 2011 3:18 PM
    Moderator
  • You can set them as two different business units. Give Business Unit A users organization level permission so they can see the data of Unit B.

    To Unit B users provide Biz Unit level access so they cannot access Unit A records.

    HTH

    Sam


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    Saturday, November 19, 2011 1:29 AM

All replies

  • I would set them up as two separate teams (or maybe business units) in CRM.  You can use those entities to drive permissions and can set up scenarios by assigning different roles to different teams and such.
    Jamie Miley
    Check out my about.me profile!
    http://mileyja.blogspot.com
    Linked-In Profile
    Follow Me on Twitter!
    Friday, November 18, 2011 3:18 PM
    Moderator
  • You can set them as two different business units. Give Business Unit A users organization level permission so they can see the data of Unit B.

    To Unit B users provide Biz Unit level access so they cannot access Unit A records.

    HTH

    Sam


    Web: http://www.inogic.com
    Blog: http://inogic.blogspot.com
    Email: news@inogic.com
    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Saturday, November 19, 2011 1:29 AM