Hello to all,
I am fairly new to the CRM platform and i came up with the below issue. First of all the structure of the Business Unit is like this: BU(Greece) and below it there are several BUs like cities, for example Athens, Thessaloniki etc. All cities on the same level and have the same role. Each city has several users bound to the BU.
The issue now:
A new contact is made from the account on City Athens. Then they create a case with this contact and as it should, it is not visible to anyone but the city. Now if the same contact is used from city of Thessaloniki for a new case that should be visible only in Thessaloniki. The problem now is Athens for example (who made the contact) has full access to the case (they shouldn't even be able to see the case, let alone modify it).
I am attaching all the roles that have been set previously by previous co-workers.
I would like to know how to modify the roles ( if it is a matter of roles...) so that even though all can see the contacts, the cases remain unseen by none other but the city who created the case.