HI,
I have a case to protect sales report based on record level using user ID level (sales user ID),
I have setup A as a Sales Manager, and A1, A2, A3 as Sales Persons
So in User ID table it would be come :
User ID Parent ID
A (empty)
A1 A
A2 A
A3 A
And set the sales report in Advance Security
User Id field as User ID, and Parent ID field as Parent ID, and enable User Id option for sales report & disable View All
This working exactly like what I need,
The Sales Manager (A) can see all Sales Report record of A1, A2 and A3 (all record)
while A1 only can see his report (A1), the same with A2 and A3.
But another issue is, when I would need to add another user (ex. B) with the same level as the Sales Manager who can also see all report, how do I do that?, because A1, A2, A3 parent ID is already set to A,.
or in other word, if the user ID = B, can we over write the record level security set to disabled using script? so
because I have other users in management level that would need to see all sales person record level.
Thank you for the help