I need help setting up my CRM Enterprise security and visibility.
In our company we have Global Line of Business Sales Managers, Regional Sales Managers and Individual Sales Reps.
For example:
- Global Dairy Sales Manager
- South America Dairy Sales Manager
* South America Sales Rep 1
* South America Sales Rep 2 - Asia Dairy Sales Manager
* Asia Sales Rep 1
* Asia Sales Rep 2
…etc…
- South America Dairy Sales Manager
I would like to have one board for all of our accounts and one board for our contacts for all lines of business - but I need to restrict it so that the:
Global Dairy Sales Manager - sees their own sales, plus all of the sales for their regional managers and all the sales for the individual sales reps within those regions. But they shouldn’t see sales from other non-Dairy sales managers/reps.
Regional Sales managers - see their own sales, plus the individual reps within their regions.
Individual Sales Managers - see only their own sales
My idea was to put three person columns on each item (Sales Rep, Regional Manager, Global Manager) - but I want to automatically assign the Regional Manager and Global Manager. I created another board that has the three users - but you can’t mirror or link another board using a person column - you have to have a fourth column (and enter the sales rep twice) to use the mirror functionality.
I also want to create dashboards for the managers - but they need to be restricted to the sales reps they are responsible for - they shouldn’t have to sort through the entire sales staff in the filters.
The only option I can see is to create duplicates of my accounts and contacts boards… for example:
| Board | Who has Access |
|---|---|
| Dairy_Asia_Contacts | Global Dairy Manager, Asia Dairy Manager, Asia Reps |
| Dairy_Asia_Accounts | Global Dairy Manager, Asia Dairy Manager, Asia Reps |
| Dairy_SouthAmerica_Accounts | Global Dairy Manager, South America Dairy Manager, South America Reps |
| Dairy_SouthAmerica_Accounts | Global Dairy Manager, South America Dairy Manager, South America Reps |
And then to create multiple dashboards:
- Global Dairy Manager Dashboard - with access to all four boards
- Asia Dairy Manager Dashboard - with access to the two Asia boards
- Individual Sales Rep Dashboard - with access to their own board
but this is going to be a lot of extra work for me to setup dozens of duplicate boards and have to manage changes with boards/automations across multiple copies.
I’ve also tried experimenting with teams - but there are only two levels of teams and I would want it to automatically assign the team when a user creates/updates an item.
The last challenge I’m having is with duplications. We want to prevent a sales rep from adding a new account that already exists … the problem is - they are not permitted to see the entire list - everyones sales accounts have to be private. So somehow I have to figure out how to allow them to search for an account name - and warn them if it already exists (or not) without giving them permission to the whole list.