heirarchy
We run a Lab and are hoping to build a heireachy where certain Sales managers will be able to see revenue activity for all of their salsepeople. I am not sure how to do this. Any advice will be apprec...
Forum Discussion
I would just add a field of type User to the sales rep table called [Manager Userid].
Then look up that field down to the Revenue Activity table.
Then set up a custom permission for the role of sales manager where they are allowed to see Revenue Activity where [manager userid] is the current user.
Then look up that field down to the Revenue Activity table.
Then set up a custom permission for the role of sales manager where they are allowed to see Revenue Activity where [manager userid] is the current user.
