Roles and Heirarchy

#1
Hi All,
   I have scenario where I would like to show data restrictions such as Role Name Regional Manager should see his own region data and should not be able to see other region data at all same applies to sales manager, sales executive etc.. and exceptionally Head Office Manager should be able to see all regions data. 

How this can be achieved gracefully within the system capabilities?

Regards,
Gangadhar Kadam

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#2
1. Give User permissions to regions
2. Check "Apply user permissions" where the region is linked and you want the region permission to apply.



@rushabh_mehta

On 04-Jul-2014, at 5:46 pm, gangadhar kadam <em...@gmail.com> wrote:

Hi All,
   I have scenario where I would like to show data restrictions such as Role Name Regional Manager should see his own region data and should not be able to see other region data at all same applies to sales manager, sales executive etc.. and exceptionally Head Office Manager should be able to see all regions data. 

How this can be achieved gracefully within the system capabilities?

Regards,
Gangadhar Kadam

–

Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

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If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
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