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Deny executives to edit or delete accounts if their territory does not match the account
region
Procedure
-
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 Deny.
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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 and Address 1: Country/Region
is not ${user.territoryid}
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Select one of the following actions.
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Click SAVE & DEPLOY.