I have read multiple articles on using roles and security groups.I have created classic roles of “Everything”, “Owner Only”, and “Group Access”. I have created Security Groups for each of my sales teams. I have tried multiple variations of settings.Alas, always the same results. I as admin can see everything - good so far. Each of the individual sales agents can see all activity and accounts to which they have been assigned - also good. Each of the managers to which each of the sales agents has been assigned can see absolutely nothing unless they have a personal sale - not good. How to I allow the managers to see the activity of their team? What am I doing wrong? Thank you in advance for any assistance with this challenge.
Hi,
i have not understand all (not english) but Security Groups only work for out-of-the-box modules by default.
For sample, Events module do not have Security Groups enable. Maybe other modules ?
New custom module have not that too.
For enable this, you must create relationship and make custom modification. I have see a pdf on web who explain that.
Regards