Hello everyone, happy New Year!
I've been wondering what the best way to go about this would be. Essentially, the scenario is as follows:
We have a Sales group, and a Consumables group. Both have different security roles assigned to them, both require a different layout for the Account Pages.
My initial thought about doing this would be:
- Creating a new Account form
- "Enable Security Roles" on the new form, and enabling only the Consumables Group
- Repeat process for the Sales group
- Remove the two groups from the original Account form
My hope would be that I can design the Account page to be unique for the Sales and Consumables group. Would this be the correct process in achieving this?