Setting up right restriction rules & sales data for Accounts

[former_member191358]

Hi all,

I would like to have more information about the restriction rules & orgainzation sales data.

In my scenario I will work with a customer called: Test Autorisatie and a testuser called Smana (Area Salman)

User Smana is assigned to the business role Sales Manager where the read & write access are set to restricted for accounts with restriction rules where it’s only possible to view accounts related to their sales data & territory (is this the right one?) .

Smana is part of the organization unit of S1020 ABC NL Trade in order to see only accounts that have S1020 as organization unit

So I think Smana might see only accounts that are related to S1020 ABC NL Trade. Our customer Test Autorisatie is related to the organization unit ABC NL Trade (see picture below)

When I’m logged in as Smana I try to search for the account I’m not able to find customer Test Autorisatie

 

Could someone provide me what I'm doing wrong here?

Thanks!

Regards,

Arian

[former_member187376]

Hello Arian,

I believe you would have not set read/write access for this user under the Detailed Restrictions Tab. You might have to check for "ABC NL" and enable read/write access. 

Also please refer to the below blogs for more details.

Regards,

--Swaroop

[former_member191358]

Hi Sathya,

Can you be more specific please? I don't understand what you mean with 'you would have not set read/write access' for this user... and check for ABC NL and enable read/write access.

ABC NL is a organization unit and it's not possible to set read/write access for the unit...