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Prakki How to provide an access to Manager role users to change owner of other teams and not to allow him take ownership?
Hi All
We have roles
District manager - NY, Branch Manager 1 - NY,Branch Manager 2 - NY, Branch Manager 3 - NY
District manager - CA, Branch Manager 1 - CA,Branch Manager 2 - CA, Branch Manager 3 - CA
District manager - PA, Branch Manager 1 - PA,Branch Manager 2 - PA, Branch Manager 3 - PA
The requirement is the users with District Manager Roles ( District manager - NY,District manager - CA, District manager - PA ) should able to change Account owner irrespective of the branch.
1. He should not take ownership of the Accounts owned by other team.
2. He should be able to take ownership if the Account from his own team.
Ex: If a user with a role District manager - NY should be able to change owner of any district records ( NY, CA, PA) But he can take ownership only from his district(NY).
I thought of writing a validation rule but i'm unable to get District Mangers team information.
Kindly suggest how can i solve this ?
Thank you.
Prakki
We have roles
District manager - NY, Branch Manager 1 - NY,Branch Manager 2 - NY, Branch Manager 3 - NY
District manager - CA, Branch Manager 1 - CA,Branch Manager 2 - CA, Branch Manager 3 - CA
District manager - PA, Branch Manager 1 - PA,Branch Manager 2 - PA, Branch Manager 3 - PA
The requirement is the users with District Manager Roles ( District manager - NY,District manager - CA, District manager - PA ) should able to change Account owner irrespective of the branch.
1. He should not take ownership of the Accounts owned by other team.
2. He should be able to take ownership if the Account from his own team.
Ex: If a user with a role District manager - NY should be able to change owner of any district records ( NY, CA, PA) But he can take ownership only from his district(NY).
I thought of writing a validation rule but i'm unable to get District Mangers team information.
Kindly suggest how can i solve this ?
Thank you.
Prakki