Todd Epple
03/01/2025, 6:57 PMCeligo AI
03/01/2025, 6:57 PMAI generated answer (using internal Slack threads):The visibility of Cases and Tasks across subsidiaries, despite the role being limited to a specific subsidiary and cross-subsidiary record viewing being turned off, could be due to a few reasons: 1. Role Level Permissions: The role assigned to the employee might have permissions that override the subsidiary restrictions. For instance, if the role has the "Allow Cross-Subsidiary Record Viewing" permission, the employee would be able to view records across subsidiaries. 2. Subsidiary Restrictions: Subsidiary restrictions are defined in the "Subsidiary Restrictions" area of the role header, not in the permissions tab. If the restrictions are not set correctly, it could allow the employee to view records of other subsidiaries. 3. Employee Fields: There is a checkbox called "Do Not Restrict Employee Fields" on the role. If this is checked, users could select any employee, which might allow them to see Cases and Tasks for other subsidiaries. 4. Saved Searches: If there are saved searches that run unrestricted with the employee information, it could potentially allow visibility into Cases and Tasks of other subsidiaries. Please review the role permissions, subsidiary restrictions, and saved searches to ensure they are set up correctly. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
03/01/2025, 6:57 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848866224
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848648667
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.845528841
Celigo AI
03/01/2025, 6:57 PM