Security Roles and Hierarchy for certain users RRS feed

  • Question

  • Hi I have several users based in different states of Australia. I want to set up hierarchy so only those users in that state i.e NSW see only NSW data and all Opportunities.

    How do i do this?

    Tuesday, July 1, 2014 4:13 AM

All replies

  • Hi Downunder,

    The way to go about this would be to use Business Units within CRM. You can then give the users a security role which only contains read/write/create at a Business Unit level. This will stop them from seeing data owned by a user outside of their own Business Unit.

    The following blog should help you in understanding the use of Business Units in conjunction with Security Roles.

    If you need help with setting up the security model let me know.

    ~ Atomic Coder

    Tuesday, July 1, 2014 4:41 AM