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BU Security

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My organization Business Unit Structure looks like this:

 

Root

East

     LOB1

      LOB2

   LOB3

West

      Prairies

          LOB4

          LOB5

         LOB6

Pacific

           LOB7

         LOB8

LOB9

 LOB10

 

I need Users to be able to read all Opportunities across all BU’s, HOWEVER, I also need to create Team (BU?) views (Based on BU’s, included in the BU Hierarchy) where they only see a list of Opportunities within their BU’s and the BU children. In other words, I am looking for a dynamic way to have a view based on their BU and Children BU’s, while keeping the ability to create other views where they can see the entire list of Opportunities, regardless of the BU.

 

For Example:

  • Someone assigned to the East has access to a View showing only East, LOB1, LOB2, LOB3 Opportunities

      • AND

  • The same individual has another View where the entire list of Opportunities are shown.

Thanks for any advice!


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