Opportunity restriction by business role

[Former Member]

Hello all,

Here is the scenario that I want to achieve:

Your business role is branch manager and you can create opportunities for your branch, but also you can create opportunities for other branches, but you can see only those opportunities that are created by your branch.

Can this be done, using only restrictions for business roles or...?

Thank you for any advice!

Raivo

[former_member255747]

Hi Raivo,

Let's say there are 2 sales units A and B.Now as per your requirement ,you want to give Write access for both the sales unit(A and B) and read access for only A.

This itself is a contradictory statement. Write Access by default will give Read Access for both the Sales Units A and B.