Allow managers to view accounts if the industry matches their Business Unit and the accounts region is in the manager territory

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 Management
  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) = industrycode
    • Operator = Equals to
    • Value = $user.businessunitid
    • Field (2) = address1_country
    • Operator = Equals to
    • Value = $user.territoryid
  10. Click SAVE & DEPLOY.