As per title above, I am trying to set user permission for a Sales Manager.
Below is the Sales Team hierarchy:
How can I set permission as follow:
New Sales Manager
- Sales Order: only permitted to access SO created by “New Sales Exec” & himself
- Sales Person Tree: only permitted to access “New Sales Exec” & himself
I have tried “Role Permissions Manager” tool and below is my setting:
I have also tried User Permission tool, which I am unable to set user permission for New Sales Manager to have access to New Sales Exec’s Sales Order