Hi.. how do I restrict sales reps from seeing other sales rep's sales data... Whwn the rep views Sales by Sales Rep report, they are able to see sales data from all reps in the company... How do I restrict this so that they can see only their sales data? Thanks
j
James Morris
12/18/2018, 2:25 PM
@Aj Use the 'employee restrictions' field on the role. Set this to either 'own, subordinate, and unassigned' or 'own and subordinates only' based on your preference. Also make sure the 'Sales Role' checkbox is checked, but I'm guessing that's already the case for you.
a
Aj
12/18/2018, 5:59 PM
@James Morris Thank you... this iis how it is already setup... And support said that its an enhancement - 167575
Setup > Users/Roles > Manage Roles > Please provide the ability to have Team restriction and have an option allow team members to access all records within the same team
Aj
12/18/2018, 5:59 PM
I dont think this is an enhancement
j
James Morris
12/18/2018, 6:05 PM
@Aj definitely not. This is standard behavior. For someone to see their team, you need to set them up as the supervisor of the other employees
James Morris
12/18/2018, 6:06 PM
Unless you're talking about the team selling feature (where you might have dynamic teams for the purposes of sales credit) and then all bets are off (I've only used that feature a little bit)
a
Aj
12/18/2018, 6:08 PM
@James Morris Thanks you again... I will try talking to the rep again and CC my AMO... will try to get more info
j
James Morris
12/18/2018, 6:10 PM
Okay, if you're saying that you definitely set that employee restriction on the role and marked it as a sales role (and marked the employee as a sales rep) it should definitely work to restrict them to just their own (and subordinates or whatever)