Jump to main content
Allow account executives to view accounts if the industry matches their Business
Unit
Procedure
-
In the Control Center console, click Policies.
-
Click ADD POLICY.
-
In the Name box, type the policy name.
-
Set the policy effect as Allow.
-
Define the subject components.
For example:
- Display Name
- Subject Type =
User
- Conditions =
Position is Account Executive
-
Define the resource components.
For example:
- Display Name
- Resource Type =
ACCOUNT
- Conditions =
crm_object is account
-
Select action as
VIEW
.
-
Under the OBLIGATIONS section, select the Apply Security
Filter check box.
-
Specify values of the following fields.
- Field (1) =
industrycode
- Operator =
Equals to
- Value =
$user.businesssunitid
-
Click SAVE & DEPLOY.