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Hi,
I have a report where I want to restric the users from viewing the data.
Let me explain with an example
-A sales person reporting to a manager and that manager reporting to Senior manager. All the sales person are related to different Departments like Marketing, Finance etc.
-My report will contain 2 types of Hierarchy, One is Department level and another one is manager level hierarchy.
-When a user logs in the Deparment to which the person is related to be set and he/she should not be able to view other department information.
-There will be a deep-dive page connected to Home page. It will be a different sheet opened when a user clicks on a button on the Home Page.
-Only managers will be able to go to this deep-dive page and can view the details of the sales person reporting to them i.e. The manager's below hierarchy and not the hierarchy above them.
How do I achive this??
Issues when I use Section Access are
-There are few fields to be set when the user logs in such as department, time period etc. When I use section Access I was not able to set the default fields.
-How do I build the Manager hierarchy? Because A manager reporting to a senior manager has reportee's reporting to him/her.
-How do I sync the hierarchy which I build for Section Access with the LAN users list.
Any help would be appritiated!!
Thanks in advance.
Laxmi
Have a look at this blog post: hierarchy-authorization