Access control on sales documents

[former_member631556]

Hello,

We have a requirement in c4c, ACCESS control.

Both sales rep under different business units they should be able to see and share account and contact data, but not able to see items that the other sales rep did such as quote, visit. how to implement it in c4c ?

Thanks

Lisa

[palu]

Hi Lisa,

The Access Restriction works based on the restriction rule you have chosen for a particular work center view. The Quotes and Accounts are from different work center views and it need to be configured separately.

For more details regarding restrction rules, Check the below blog :

https://blogs.sap.com/2015/07/30/access-control-management-access-restrictions-explained-restriction.../

Regards,

Palani.

[mjveerhuis1]

Hi,

In your business role for the sales rep in the Work center and View assignment, assign the following workcenters by selecting them

CODACCOUNTWCV Account

COD_CONTACT_WCV Contact

COD_QUOTE_WCVIEW Quote

In the tab access restrictions in the business role you determine the read and write access per view: restricted or unrestricted. In case you choose to restrict, in the same tab you can select a restriction rule where you can select a particular rule. In case you select 99 - Define Specific Restrictions - you can select a specific access group like Employees, Sales Organizations or Territories. The 1st and 3rd are very useful if you want to grant access to e.g. a specific department or territory or multiple territories.

In your specific example I would set read and write access on Accounts and Contacts and for Quotes i would choose one of the following rules

2 - Territories, Employee

3 - Territories

4 - Employee

5 - Employee, Sales Data of Employee

Employees will then only see their own quotes or the quotes related to their territory.

Additional advantage is that when you set this up using the restrictions, the user will no longer see the accounts, contacts or quotes the have no read or write access to. Which impacts search results.

Kr.

MJ

[PrasanthArya]

please refer : https://blogs.sap.com/2015/07/30/access-control-management-access-restrictions-explained-restriction...