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Lead read/write restriction through Org Structure

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Hi,

I have two business roles(& sales units too) X and Y (Both have same nature- work center).

A is my main business.

Requirement: Users of business roles X can not see account and leads of users of business roles Y.

But somehow i could not achieve it. Following are my steps.

Step 1:

I created Org Unit with the name of A

General:

Org Unit ID: A_Root

Org Uit name: A

Valid From: 12/01/2015

Definition: Company

Addresses: Address added

Function:

Sales

Marketing

Employees:

No employees added

Step 2: Create X an Y Sales unit

General:

Org Unit ID: X_S_unit

Org Unit Name: X sales unit

Valid From: 12/01/2015

Definition:

Reporting line unit

Address:

No Address added

Functions:

Sales organization

sales

marketing

Employees:

Added all employees which lie under the X business unit.

Step 3:

Same way as i did for X, i created sales unit of Y with same definition and functions but org unit name and employees are different.

Step 4:

-> Go to Business roles Select business role 'X' and click on edit

-> Go to Access restriction click on lead and restrict read and write both.

-> Then i selected '99- Define Specific restriction'

-> In Detailed Restriction tab:

  -- Expand employees

  -- Expand A_Root and selected X with Read and write.

Step 5:

Same way i did for Y and restrict employees of Y.

But when i log in with employee of X sales unit, i can still display leads and accounts of Y unit.

What did i wrong here? or Please explain me step by step approach.

Thanks

Accepted Solutions (1)

Accepted Solutions (1)

ankurgodre
Active Contributor
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Vincent,

Per your description of the requirement, it seems pretty straight froward.

You should create a company & then create the two Org units (X & Y with Sales Organization as their function), - the steps for setting up he org model seem correct.

When you go to Access restriction under the Business role you created - I am not sure why you are selecting rule 99 - Define specific restrictions.

You should just set all items (Read & Write) - against workcenter as Restricted & let the default rule - Recommended one - '1 - Recommended: Assigned Territories and Employees (for Managers).

this should take care of your access restriction the way you want.

BR

Ankur

Answers (3)

Answers (3)

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Hi

Thanks.

Yes, i will go with this.

0 Kudos

Hi Preethi,

Thanks for the reply, How can i update them?

Thanks

preethi_bukke
Contributor
0 Kudos

Hi,

The setup seems fine. Have you updated all the users to have the latest version of the business role so that the latest changes are applicable?

Regards

Preethi