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Allow managers to view their own accounts only
Procedure
-
In the Control Center console, click Policies.
-
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 Management
-
Define the resource components.
For example:
- Display Name
- Resource Type =
ACCOUNT
- Conditions =
crm_object is account
-
Select action as
VIEW
.
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Under the OBLIGATIONS section, select the Apply Security
Filter check box.
-
Specify values of the following fields.
- Field (1) =
nxl_isowner
- Operator =
Equals to
- Value =
true
-
Click SAVE & DEPLOY.