Hi experts,
Could you please help me with the following question: How can I restrict the org units end users can view and select in their business documents. (i.e. opportunities, quotes, leads, etc). Here is an example:
Let´s say I have Global Org Structure like the one shown bellow. This structure has 2 sales orgs: one un in US, the other un CA; each sales org has 2 regions, west and south; each region has 2 sales units; and, each sales units has 2 employees.
Within this structure, we received 2 business requirements:
1. The company expect red employees to be able to view and select only FL and NY Sales unit.
2. The company expect grey employees to be able to view and select only their sales unit
Any suggestion on how to fullfill these?
Best regards,
César