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Hierarchy editing a record

Question asked by ROGELIO GOMEZ on Apr 11, 2017
Latest reply on Apr 11, 2017 by ROGELIO GOMEZ

We have the following use case in our client:

 

The organizational hierarchy in several sales teams is as follows:

 

sales people -> reporting to Sales Manager -> reporting to Sales Director

 

We´ve been asked that for records in a custom Module, all three may be able to edit the records generated by the sales people (they have assigned the record), but also the manager and the director be able to edit the record, without being reassigned.

 

The three belong to a same team.

 

Is our understanding that only assigned user of a record and his direct report can edit the record, but how a second level up, may be able to edit the record without being reassigned?

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