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Multi Territory - Access Restrictions

Dear all,

We use multi-territory - one account, several territories.
Each sales person should see ALL visits/appointments/quotes/tasks of their accounts, not only their own.

I can't find a restriction rule to allow this. Does anybody have a clue?

Best regards,


Martin

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  • Posted on Jun 17, 2019 at 08:10 PM

    Hello Martin,

    You can evaluate the use of restriction rule 11 [Employee, Accounts (Account Team)] and assign the user to the account team of the accounts. If the user is not assigned to more than 1000 accounts, this should work, as seen here.

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