on 2020 Sep 10 2:26 PM
I am facing an issue while trying to restrict data access (Read/Write) to Customers (Accounts/Ind. Cust.).
Presentation :
Problem Description :
As TSECRETAIRECDO (with territory C.D.O.M.K. 75), I should be able to read information about both individual customers. => OK.
But, I should only be able to modify data about CustomerTest75, and I should not be able to modify information about CustomerTest57.
However, TSECRETAIRECDO can also modify data about CustomerTest57.
I did the same test scenario with Accounts and it's the same behavior.
Am I missing a step during the Access Restriction process?
Request clarification before answering.
Hi Khin,
1. Sometimes, the access assigned to the user via business roles would not have updated. Kindly navigate to Administrator -> Business Users -> Edit Access Rights to check, Whether the restricted access was applied to the Particular work center view.
2. If two work center views are sharing same UI Component and if you have given Unrestricted Writer access to one view and Restricted write access to another view, Unrestricted write access will be applied to all the views. Kindly provide restricted write access to all the views in the Customer work center and try once.
3. Kindly provide the details on how you have assigned the territory (LVL3) C.D.O.M.K.75 to the user TSECRETAIRECDO.
Regards,
Palani.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
Hi,
Thank you for your time, much appreciated!
I attached some screenshots to answer your 2 first questions.
Concernerning the 3 point, I assigned my users through Sales>Territories with the standard Role (screens attached as well).
1. SCDO57 > the Admin user who's assigned Territory 57, he will create the Customer later on and assign that customer to his Territory 57.
2.SCDO75 > the TSECRETAIRECDO who's assigned Territoy 75.
User | Count |
---|---|
7 | |
2 | |
1 | |
1 | |
1 | |
1 | |
1 | |
1 | |
1 | |
1 |
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.