I am still not clear on "assigned to" and "teams". Here is what I am trying to do.
I am the sales manager for a company, I have my own accounts as well as oversight on my salespeople's accounts. I want the sales person to only be able to see their accounts when they are logged in and not be able to see anyone else's. As the sales manager (and admind), I want to be able to see their accounts and mine when I log in. I set up my sales staff's account with the account "assigned" to them. I set the team to "global". When they logged in, the could thier accounts in the dashlet, but if they edited the dashlet and unchecked "My accounts", it would show all my companies accounts. They only way around this was to create a private team for the account. Now I can't see it as the admin. What am I doing wrong?
FYI - The sales people are set as "reports to" me.
Update: Figured out my problem. Set all to "global" then used roles to restrict sales department's ability to only see their records.


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