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Sharing multiple records with multiple users RRS feed

  • Question

  •  

    Hi,

     

    Here is the situation:

     

    There are 3 business units (A, B, C).

     

    There are 3 users (user1, user 2, user3).

     

    User1 belongs to business unit A, user2 belongs to business unit B, etc.

     

    User1 needs to be able to view records which are in business unit B.

    A simple way to do this is to create a team and share the records belonging to business unit B with the team, allowing user1 to view the records that are not in his/her business unit.

     

    The problem is: there are several thousand records in business unit B. Sharing each record invidually will be a) time consuming and b) difficult to manage.

     

    Is there a way to share a business unit with a team, i.e. create TeamXYZ with member User1, and share the business unit B with this new TeamXYZ?

     

    I've had a look and I dont think this is possible.

     

    If not possible, does anyone have a viable solution to this problem?

     

    Thanks,

    Niraj

     

    Thursday, September 18, 2008 4:25 PM

All replies

  • Hi,

     

    It depends on which level you choose for your read privilege at user1 roles.

     

    You can set an "Organization" read privilege for your user 1 but it will be able to see all entity records in the organization.

     

    Or if you can (in terms of business organization) place your business unit B as a child business unit of A and give an Deep business unit level to your read privilege for user 1 role and it will be able to see business unit b records and business unit A records (but not business unit C).

     

    Check the following topic in the Crm sdk : Security model -> Role-based security -> access levels for a deeper understanding.

     

    But otherwise, no you don't have another solution exept developping your own functionality with webservices ;(

     

    Thursday, September 18, 2008 8:09 PM
  • Thanks for your response.

     

    User1 has a read privilege of business unit. Currently user1 has been moved from business unit A to the root business unit so that they can view all records, but this is not ideal as they shouldn't/dont need to see records in business unit C.

     

    Business unit B cant be placed as child of business unit A because only a few members of business unit A should be able to see business unit B records. Plus this would affect other areas of the system which have been customised.

     

    A temporary solution was to create a view showing records in business unit A and B, and share this view with a team. But the problem here is that when searching for a record, they would still see records belonging to business unit C, of which are irrelevant to the user.

     

    Any other thoughts?

    Friday, September 19, 2008 10:15 AM
  • Hey,

     

    As you already complained you don't have another feature available except to share your records with a team when reading your second message requirements.

     

    Sorry...

     

    Tuesday, September 23, 2008 12:05 PM