3 Replies Latest reply: Mar 21, 2017 10:46 AM by Vladimir Komarov

Section Access - See orders for your own clients and orders on your co-workers client

Ali Ahmad Mar 17, 2017 7:18 AM

Hi,

I am trying to come up with different suggestions as to have to solve an issue. I have a company that gives each their salespeople a responsibility for x amount of cusomters. They want to do so that you can see the sales which are theirs, but the catch is that they can also sell to co-workers customers so in practice they want to be able to see:

Their own sales to their own customers
Also sales done do other co-workers customers, but not the co-workers other salesdata.

Basically your own customer salesdata + salesdata you have done on other co-workers customers.

Re: Section Access - See orders for your own clients and orders on your co-workers client

Vladimir Komarov Mar 20, 2017 4:37 PM (in response to Ali Ahmad )

Ali,

You can use multiple Reduction levels to handle your case:

For example:
Security:
LOAD
'USER' as ACCESS,
upper("USERID") as USERID,
CUSTOMER as REDUCTION_C,
GROUP as REDUCTION_F,
ACCOUNT as REDUCTION_A,
'' as OMIT
FROM [XXXXXXX]
;

And your Section Access table should look like:

In the example above the ABC1000 user has an access to ALL ABC Customers and also to the RRR5000-0-01 and FFF4000-0-01 Accounts....

And RRR5000 user has an access to all RRR Customers as well as to ABC1000-1 Group....

So you can do it for multiple levels...

Regards,
Vlad

P.S. When applicable, please mark this answer Correct or Helpful.
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- Re: Section Access - See orders for your own clients and orders on your co-workers client
  
  Ali Ahmad Mar 21, 2017 8:23 AM (in response to Vladimir Komarov )
  
  I figured it out, but now having issues with opening the published app with section access. *Sigh*
  
  Thanks for the response tho
  
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  - Re: Section Access - See orders for your own clients and orders on your co-workers client
    
    Vladimir Komarov Mar 21, 2017 10:46 AM (in response to Ali Ahmad )
    
    Yes, Section Access - enabled apps might be tricky to handle....
    I am always keeping a copy with SA disabled, to make sure I can open it anytime.
    
    Check the domain\username section in your SA code. Please remember you have to use UPPERCASE text there.
    Make sure you convert your records in your data table, using Upper() function.
    
    And make sure you've assign few users to ADMIN role.
    
    These are basic steps, so it should work in most cases. Please let me know if the problem is still exist after you've applied all these steps.
    
    Regards,
    Vlad
    
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