Allow internal audit personnel to view only accounts that have an active credit hold placed on them

Procedure

  1. In the Control Center console, click Policies.
  2. Click ADD POLICY.
  3. In the Name box, type the policy name.
  4. Set the policy effect as Allow.
  5. Define the subject components.
    For example:
    • Display Name
    • Subject Type = User
    • Conditions = Position is Internal Audit
  6. Define the resource components.
    For example:
    • Display Name
    • Resource Type = ACCOUNT
    • Conditions = crm_object is account
  7. Select action as VIEW.
  8. Under the OBLIGATIONS section, select the Apply Security Filter check box.
  9. Specify values of the following fields.
    • Field (1) = creditonhold
    • Operator = Equals to
    • Value = yes
  10. Click SAVE & DEPLOY.