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Former Member
Aug 11, 2016 at 12:40 PM

Account access restriction- under 'Employee (excluding active territory assignment)'

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Hi Experts,

I got problem for Account access restrction under restriction rule 'Employee (excluding active terrirtory assignment)'

Problem Details:

  • I creat a business role named SALES_REP, the access restriction for Account is 'Employee (excluding active territory assignment)'
  • I assign the business role SALES_REP to user Mia Smith.
  • I logon with Mia Smith, Mia can view 2 types of accounts:
    • Mia is part of Account Team.
    • accounts without any Account Team assigned.

up to now, system behaves exactly as I hoped. as you can see in the screenshot.

  • Now Mia open Account Nikki Enterprise, randomly change the account owner to Panbil Ceja and save. Panbil Ceja has no relationship woth Mia Smith in the system. now I go back to Accout list view, Mia Smith can still view Account Nikki Enterprise though Mia is not part of the Account Team. can anyone give some insights on this problem?

Attachments

pan.png (67.0 kB)