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How to setup correct access right for my customer?

Aug 02, 2017 at 02:11 PM


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Dear C4C experts,

We have setup following organisational structure at our customer:


Sales unit A

--> sales Manager B

- sales rep: C

- sales rep: D

--> sales manager: E

- sales rep: F

- sales rep: G

Sales unit M

--> sales Manager N

- sales rep: O

- sales rep: P

--> sales manager: Q

- sales rep: R

- sales rep: S

So each sales manager belongs to 1 sales unit and have multiple sales representatives.

They want that every representative from sales unit A have access to the accounts of sales unit A (so they can see the accounts of sales manager B & E, the accounts of sales rep C, D, F & G).

Can anyone advise which access restriction to use?

I can't figure out which one to use.

Thank you very much in advance for your time & help.

Kind regards,

Anne Taelman

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1 Answer

Best Answer
Guilherme Steyer
Aug 02, 2017 at 04:31 PM

Hello Anne Taelman,

Please check the blog post

It explains in detail all the restriction rules and access context.


Guilherme Steyer

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