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shiva krishnashiva krishna 

Role Management

Hi all,

 

Hope all are doing good, i need some help,

 

suppose if there two roles like A and B, B is under A

 

Here the leads created by B can be seen by A , but can we make that leads created by B cannot be edited by A, because of A is superior than B, A can see B's leads, but here in my case A should not  edit the leads created by B ,what to do in this case.

 

Please send me the details. 

Sridhar BonagiriSridhar Bonagiri

Hi,

 

I think this is possible through Sharing rules. Please let me know if it is not working also.

 

 
shiva krishnashiva krishna

Hi ,

 

Thanks for your reply, ya we used sharing settings and even though its not working.
MelliottMelliott

You need to make click edit at the top of the sharing rules and uncheck grant access using heirachy for that particular object and then use create a sharing rule for that object to share the records as read only.

 

Also you may want to make the object private and expand the sharing of data with the sharing rules.