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Government Liaisons can view accounts if the industry matches their Business Unit or
their ownership is public
Procedure
-
In the Control Center console, click Policies.
-
Click ADD POLICY.
-
In the Name box, type the policy name.
-
Set the policy effect as Allow.
-
Define the subject components.
For example:
- Display Name
- Subject Type =
User
- Conditions =
Position is GovernmentLiason
-
Define the resource components.
For example:
- Display Name
- Resource Type =
ACCOUNT
- Conditions =
crm_object is account
-
Select action as
VIEW
.
-
Under the OBLIGATIONS section, select the Apply Security
Filter check box and specify values of the following
fields.
- Field (1) =
ownershipcode
- Operator =
Equals to
- Value =
Public
- Add another Apply Security Filter obligation.
-
Enter the following details:
- Field (1) =
industrycode
- Operator =
Equals to
- Value =
$user.businessunitid
-
Click SAVE & DEPLOY.