Authorization/Permissions in CRM

[Former Member]

Hi all,

I am 100% sure that someone of you can help me;).

I am using CRM in the portal and now I have to create different permission roles.

In my CRM we have all different cities from a country but the user should only see the cities which belong to his profitcenter (KAM1, KAM2, KAM3).

E.g. User A from KAM1 should see city 1 and User B from KAM2 should see city 2.

On the city which is a BP we set the authorization type (e.g. KAM1)

Therefore I used the functioanlity "type of Authorization" or in German Berechtigungsart.

I created 3 roles and restriced each of them so that each specific role should only see cities for its authorization type.

Unfortunatly tests show that my approach is not working. Users that are restricted to KAM 1 still see all the cities.

Is there anyone who can tell me the missing link ;).

I can try to explain my challenge also in German...

Thanks

Nicole

[Former Member]

Hi Nicole

What must the user see. Give an example of what the user is trying to do like view a report or view a transaction .I understand the basic idea of the authorization you are trying to build but it would be helpful if it is more specific about the transactions or reports you are trying to put the authorization effect into. I can suggest something then

Thanks

[Former Member]

Hi Richard,

the user has Account Management (to administrate the cities) and Contact Management (to administrate the contacts with the cities).

Thats all. Reports later on will be created over all profit centers or KAMs. So that is not the issue.

I just have to make sure that they can search only for their cities and see only the cities or BP that belong to their Profit Center.

Thanks

Nicole