Hi,
I have a requirement to fit the following scenarios regarding security roles, bus and teams within CRM:
- Everyone should have access to core records
- Users should be able to create / write Case records and view others records
- Some Cases should be limited to a certain team so only members of that team can view those records and associated activities but still be able to see all other Cases in the system
- Ideally some Cases should also be limited to a singe user. Generally those users will be a member of the secure team.
One way to possibly achieve this would be to have everyone within one business unit and create a second secure bu containing a team. Members of that team could have organisational privileges (or could make this bu a parent having parent child privileges) whilst
the actual security role of all users can have bu privileges.
Any advice on the best way to structure teams/ business units in this scenario?
Thanks in advance
