Roles and Heirarchy

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gangadhar kadam

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Jul 4, 2014, 8:16:52 AM7/4/14
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Hi All,
   I have scenario where I would like to show data restrictions such as Role Name Regional Manager should see his own region data and should not be able to see other region data at all same applies to sales manager, sales executive etc.. and exceptionally Head Office Manager should be able to see all regions data. 

How this can be achieved gracefully within the system capabilities?

Regards,
Gangadhar Kadam

Rushabh Mehta

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Jul 6, 2014, 12:20:57 AM7/6/14
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1. Give User permissions to regions
2. Check "Apply user permissions" where the region is linked and you want the region permission to apply.



@rushabh_mehta

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