Managing Three Tier User Hirarchey RRS feed

  • Question

  • Hi,

    I like to configure my Sales Team with Three Level Hirarchey inside Single BU:

    1 - Sales Team Sr. Manager ( BU Level Access Granted via Security Role) OK

    2 - Sales Agent Manager ( User Level Rights granted ) -

    3 - Sales Agent ( User Level Rights granted ) -

    I have formed Team Hirarchey by defining Manager over every Sales Agent from Users.

    Now I have issue with Sales Agent Manager having user level rights in same BU:

    Every Sales Agent should be able to See his work( account, activites etc..) and whoever comes under him with in same BU

    Sales Agent Manager shouldn't be able to see other Sales Agent Manager and Their Team Members working....

    Any help is appriciated.


    Friday, March 16, 2012 10:40 AM

All replies

  • Hi

    I would suggest create a seperate BU  for each Sales Agent managers and sales agents underneath him.
    Now give the Sales Agent manager a BU Level access and sales agents User Level access.

    Keep your Sales Team Sr Manger in root business unit and give him "Parent Child business unit access"

    I hope this helps.

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com

    • Proposed as answer by Amreek Singh Saturday, March 17, 2012 1:03 PM
    Saturday, March 17, 2012 1:02 PM