on 2018 Nov 27 9:48 AM
I have set up an Org structure with 3 companies (Means 3 different Org Hierarchy). Now i want to manage the Master data that the employees assigned in each company can see. For example in companyA, employees should only see Product A,B,C and Customer A,B,C. In companyB, employees should only see Product D,E,F and Customer D,E,F. In companyC, employees should see all of the Products and Customers (Products A,B,C,D,E,F and Customer A,B,C,D,E,F) How can i set it up in the system? Btw, our system is more on service handling and not sales.
Best Regards,
Dom
Request clarification before answering.
Dear Dominique,
When creating a business role, you can restrict the read and write access based on the access context. For Accounts tou can use the restriction rule for Sales Organisation of Employee.
For further information on access restrictions, I would suggest reviewing this blog series which gives a detailed description:
Regards,
Paula
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