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C4C Restrict data shown according to role.

Nov 01, 2016 at 08:25 PM


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I have already searched and have not found anything on this, if there was please forgive me and send me on my way there, I am new to this.

In C4C I need to be able filter client list shown to certain users according to their role.

For instance if a Client has a contract (extended field), it must only be shown to some profiles and not others.

Or on leads if I have a lead assigned to a certain Sales group only that sales group should be able to see those leads. The same for opportunities.

Thanks in Advance

Kind Regards

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2 Answers

Best Answer
Loganathan P Nov 02, 2016 at 03:47 AM

Hi Claudio Franck

With the help of Access Restriction and its respective rules,we can achieve your requirement.The attachment blog will cover the complete process with example



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Former Member Nov 02, 2016 at 09:17 AM

Hi Claudio,

you can show or hide some fields, according to the Business Role, using the Screen Layout Change.

1. Go to Adapt -> New Page Layout to create a new layout.

2. Change the created Layout hiding or set to visibile the fileds you want, then End Layout Change.

3. Go to Adapt -> Assign Page Layout to assign the created layout to the desidered business role.

For the restriction of Business Objects according to organizational structure assignment, use the Access Restriction of business Roles, as Logan said in the previous comment.



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