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View records only in same team

Luke Ridgway

Hello friends...

I am tasked with our USA folk to only be able to view records within USA. 
Currently all records are Global Team and all users are in Global Team.

Beginning with Contacts module as this task relates to Personally Identifiable Information (GDPR here and also anti-trust in usa)

I have a report I can export for all contacts with a country within USA...  I can export that and then import it with the addition of Team ID & Team Set ID: this sets my new USA TEAM as Primary, global will remain for each record so rest of world fok can still see USA records - but this is the thin end of the wedge I fear and maybe more regionally visible requirements could follow :-(

That, I thought, would result in USA folk who are only in the USA TEAM being able to see only the USA TEAM contact records.  

  • BUT -  I can only see my test contact record (USA TEAM is primary) with my test user (USA TEAM only) when the test user is assigned to that record. If I assign it someone else and pop them into the USA TEAM then test user still cannot see the record???
  • Anything I am missing here?

Thanks in advance - it's quite urgent and a long story! But having spent ages cleaning up a bunch of data ready for this step I am now stuck...
Thank you for any help, Luke.

(Enterprise Cloud v11.0, soon to be 11.1)

Parents Reply Children
  • 0 in reply to Francesca Shiekh

    Hi , thank you...   

    This is what I have set for the Contact Module within my new Role:  'Sales Role (New)'

    In case that doesn't show up very well:

    Access: Enabled
    Access Type: Not Set
    Delete: Owner & Selected Teams
    Edit: Owner & Selected Teams
    Export: None
    Import: None
    List: Owner & Selected Teams
    Mass Update: None
    Record View: Owner & Selected Teams

    I read the documentation, but maybe I am misunderstanding something?

    My Test-User is in the USA TEAM only.
    My test contact record (Bilbo Baggins Wink) is Global with USA TEAM as primary.
     - But test user cannot see the record...  unless I assign the record to the test-user.

    I did also try:

    Access: Enabled
    Access Type: Not Set
    Delete: Owner & Selected Teams
    Edit: Owner & Selected Teams
    Export: None
    Import: None
    List: All
    Mass Update: None
    Record View: All

    But same result?

    Thanks again for any tips, very much appreciated.

  • 0 in reply to Francesca Shiekh

    OK, I think I found my mistake.   I previously also tried the 'reports to' on the test-user record.. to see if impicit permission was where I needed to go.   I had left test-user as 'reports to' me...  Clearing the reports to field means test user can now see my test contact record.   I will test a bit more before updating all the relevant records, but I think it works now.

    Thanks Francesca.
    Luke.