Security Role issues

All replies

• 

  

  2

  Sign in to vote

  Can you please explain how users of the parent BU are creating clients for the child BU, if not by setting the owner to a user of the child BU?

  The business unit a record belongs to depends on who the owner is. If you wish to create a record for another BU, it needs to be assigned to a user in that BU.

  Hope that helps

  Paul

  ---

  If my response helped you find your answer please show your thanks by taking the time to "Mark As Answer" and "Vote As Helpful".

  

  • Marked as answer by Andrew Wellins Monday, August 19, 2013 12:44 AM

  Saturday, August 17, 2013 3:45 AM
• 

  

  0

  Sign in to vote

  Thanks Paul

  Your response made me sit back and rethink the process . The confusion came about the fact we had looked it client entity as a Org ownship entity rather than a

  Team or user owned entity. 

  The business rules goes something like this

  • Parent BU can create customers for child BU.
  • Parent must be able manage child BU Entities.  
  • Child BU must be able manage entity created for it.
  • Child BU cannot see or manage Parent owned Entities.

  What I was trying to do was provide a relationship with a Parent BU member however the solution was simply to assign ownership to a team member

  of the child BU at the point the record was created this then. Then add I an additional field to the client entity where the parent BU member could

  be selected if nescessary. All makes purfect sense now

  Thanks again for your response   

   

  Monday, August 19, 2013 1:19 AM