We want sales staff of zones to be able to view and work on inquiries, quotations, proforma invoices, sales orders and commercial invoices of each other within same marketing zones but not of their zone managers. Zone manages should be able to view all records of all employees within marketing zone but neither manages nor other staff of one zone should be able to view any data of other zones. Can we do this in our CRM module?
Tuhund has most elaborate and granular access control mechanism in the entire ERP industry. Almost anything is possible with Tuhund. To meet your requirement you need to do the following :
1. Add employees under each marketing zone as dedicated staff. Do not add zone managers as zone staff.
2. Add zone managers for marketing zones (as managers, not as staff).
3. Give executives following access rights :
SLV004Z : View business leads of others within assigned zones
SLV005Z : View quotations raised by others within assigned zones
SLV008Z : View commercial invoices raised by others within assigned zones
SLV012Z : View sales orders placed by others within assigned zones
SLV009Z : View new business inquiries of others within assigned zones
SLV010Z : View customer reminders of others within assigned zones
SLV006Z : View proforma invoices raised by others within assigned zones
4. Give zone managers following rights
SLV004T : View business leads of reporting team
SLV005T : View quotations raised by reporting team
SLV008T : View commercial invoices raised by reporting team
SLV012T : View sales orders placed by reporting team
SLV009T : View new business inquiries of reporting team
SLV010T : View customer reminders of reporting team
SLV006T : View proforma invoices raised by reporting team
