Section access issue with the Hierarchy of team

[mayankraoka]

Hi All,

I have the below requirement in the section access.

I have 3 hierarchy i.e VP,Managers and Associate.Each VP have few managers and associate under him.

When VP Login he should see his data,Mangers and associate data.Same way when Mangers logged in He sees his data and his below associates data.

Now When associates login he should see his own data.

I have attached the sample data file.

Can anyone help me on this?

Regards,

Mayank

[Gysbert_Wassenaar]

See this blog post: Authorization using a Hierarchy

[Anonymous]

Hi Mayank,

Considering, the user should be able to see the data from lower level and own level, can you try to create a a field like 'GroupName' which will contain value as 'VP', 'Managers' and Associates like -

GroupName     VP     Managers     Associates

VP1                VP1     M1               A1

VP2                VP2     M2               A2

M1                              M1              A1

M2                              M2               A2

A2                                                  A2

A1                                                  A1

This is just an example, and the GroupName, need to be added in section access script.

Please try this once, and let me know your inputs.

Thanks & Regards,

MK