June 2018
Beginner to intermediate
360 pages
8h 9m
English
Roles, permissions, restrictions: what do these all mean and how do we combine them to get the result we want? Let's illustrate by way of an example:
| Record | Assigned Sales Rep | Field | Role |
| Sales Order #10 | Brian | Customer Credit Check Rating | AB sales manager |
| Sales Order #11 | Jason | Customer Credit Check Rating | AB sales rep |
| Sales Order #12 | Kathy | Customer Credit Check Rating | AB sales rep |
| Sales Order #13 | Customer Credit Check Rating | AB sales rep |
Let's configure Brian's sales manager role while assuming that Jason reports directly to Brian, and Kathy reports to a different sales manager.
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