I don't want my consultants to have access to their colleges total sales and commission rates is there a way of only allowing them to view their own

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  • Updated 3 years ago
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Amy

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Posted 3 years ago

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Typically you would set up your tables such that the sales rep userid is a field on each sale detail record.  Then set up a Custom permission Rules that the Role for sales reps may only see resales records where the sales rep userid is "the current user"
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Neal

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Hi Amy,

If you already have SalesRep info in tables as mentioned by Mark Shnier then you are very close to completion.


I have prepared prototype screenshots to understand your requirements.

Your main concern is regarding visibility of data for Sales Consultants.

For simplicity there are two Sales Reps(User1 and User2).

User1 manages College1, College2 and College3.

User2 manages College4 and College5.


General College info is attached.


I can build custom prototype if you are interested.

Thanks,

Neal

NealPatil @ gmx.com
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Neal

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Hi Amy,

College Info Shown to Sales Consultants User1 and User2 as per their visibility is shown in attached screenshot prototype.

Thanks,
Neal

NealPatil @ gmx.com