Hi Guys,
I have a requirement in which I need to setup a 3 tier hierarchy of people(RM->ASM->Regional Head). I have completed the following steps:-
[ul]
[li]Created a role for each type of user(RM Role, ASM Role, Regional Head Role)[/li]
[li]Assigned permission to each role as follows:-
[ol]
[li]RM;- Owner Access[/li]
[li]ASM:- Group Access[/li]
[li]Region Head:- All Access[/li]
[/ol][/li]
[li]Assigned users to each role.[/li]
[li]Ensured that each user reports to their respective manager(RM Reports to ASM, ASM Reports to Regional Head)[/li]
[li]Created a security group called “South Sales Team” and added all the above roles and users to it.[/li]
[/ul]
The RM Role(Owner Access) and the Regional Head(All Access) roles are working as expected, but the ASM Role is not able to list records of the people under him(reporting to him). Users in this role(ASM) can only see the records assigned to them. I have attached screenshots of all the roles and the security groups. Kindly help me through this as I have been struggling for more than a week. Thanks in advance.
Regards,
Shubham Gupta