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Allow account executives to edit or delete accounts irrespective of the territory
Procedure
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In the Control Center console, click Policies.
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Click ADD POLICY.
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In the Name box, type the policy name.
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Set the policy effect as Allow.
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Define the subject components.
For example:
- Display Name
- Subject Type =
User
- Conditions =
Position is Account Executive
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Define the resource components.
For example:
- Display Name
- Resource Type =
ACCOUNT
- Conditions =
crm_object is account
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Select one of the following actions.
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Click SAVE & DEPLOY.