AnsweredAssumed Answered

How can I use "report to" to create a permission hierarchy?

Question asked by umpdsa umpdsa on Apr 22, 2014
Hi, everyone,

I want create the hierarchy,  and Manager can see the account of subordinate sales

but other sales can see that.


Role Define:

user_1 is sales
user_2 is sales
user_3 is manager


user_1 belongs to user_3

first, user_1 assigned to user_3 using "report to" field.

second, user_1 create an account,

final, user_1 join to "role" that "View" is Owner


I find just user_1 can see the account, and user_3 can't.

Is there any idea?

Thansk for advance.