Is it possible to restrict access to opportunities at Sales Unit level?

[former_member839493]

Is it possible to restrict access to opportunities at Sales Unit level (C4C)?

I find myself in a situation where I have several Sales Units configured under the same Sales Org. but despite my tests I cannot restrict the visibility of their opportunities to their Sales Unit only.

Do you have any idea how this could be done?

Thanks a lot !

[MJVEERHUIS · Accepted solution]

Hi Vivian,

You should try restriction rule 10 - Employees (for Non-Managers) Access based on the employee and employees/managers assigned to user’s org unit (including all sub-units).

Then the user only sees the opportunities that are created for the same Organisational Unit / Sales Unit - the deparment he /she belangs to. Make sure the sales unit is assigned to the opportunities.

Kr.

MJ