Skip to Content

How to setup correct access right for my customer?

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

7ra4w.png (102.0 kB)
Add comment
10|10000 characters needed characters exceeded

  • Get RSS Feed

1 Answer

  • Best Answer
    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

    Add comment
    10|10000 characters needed characters exceeded