{"id":4357,"date":"2013-07-26T09:17:44","date_gmt":"2013-07-26T09:17:44","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=4357"},"modified":"2013-07-26T09:17:44","modified_gmt":"2013-07-26T09:17:44","slug":"users-home-territory-and-assigned-to-rights-in-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/26\/users-home-territory-and-assigned-to-rights-in-crm\/","title":{"rendered":"User\u2019s Home Territory and Assigned to rights in CRM"},"content":{"rendered":"

Here in this blog I will explain an interesting functionality of rather complex module \u201cTerritories\u201d. We all know that CRM handles access rights according to the territory structure and profile combinations. Hence territory structure should be properly managed so that all users can view information accordingly.
\nGreytrix Sage CRM Integrations\u00a0:\u00a0Sage ERP X3<\/a>\u00a0|\u00a0Sage 100<\/a>\u00a0|\u00a0Sage 500<\/a>\u00a0|\u00a0Sage 300<\/a><\/strong><\/strong><\/span><\/strong>
\nFor an example consider an organization having a sales department in which Sales Manager reports to Sales Head and sales executive reports to sales manager. As shown in following screenshot, all sales executives are at the same hierarchy level, while sales manager at higher level whereas sales head at the top level.
\n\"SimpleSalesStructure\"
\nNow, referring to above structure all sales executives will have Sales Executive<\/b> profile. Now there are chances that in one territory I have 2 sales executives. If I will set Users Home territory rights<\/b> for Sales Executive<\/b> profile they both can see each other\u2019s opportunities. Below is the screenshot wherein Peter Johnson<\/b> and Matthew Ebden<\/b>, both sales executives can view opportunities assigned to each other as per the security matrix.<\/p>\n

\"Img-1\"<\/a><\/p>\n

\"Img-2\"<\/a><\/p>\n

However when I am giving sales permissions the sales becomes very tight and I don\u2019t want executives to see each other\u2019s data even though they belong to same territory. So on the top of Home territory rights we can apply the Assigned To<\/b> rights as follows.<\/p>\n

\"Img-3\"<\/a><\/p>\n

Once this is done system will apply \u201cUsers Home territory<\/b>\u201d rights first and then filter the data as per the \u201cAssigned To<\/b>\u201d rights. Due to this sales executives cannot view each other\u2019s data even though they belong to same home territory.
\n <\/p>\n","protected":false},"excerpt":{"rendered":"

Here in this blog I will explain an interesting functionality of rather complex module \u201cTerritories\u201d. We all know that CRM handles access rights according to the territory structure and profile combinations. Hence territory structure should be properly managed so that all users can view information accordingly. Greytrix Sage CRM Integrations\u00a0:\u00a0Sage ERP X3\u00a0|\u00a0Sage 100\u00a0|\u00a0Sage 500\u00a0|\u00a0Sage 300\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[175,269,323,332,400,1,417,423],"tags":[],"class_list":["post-4357","post","type-post","status-publish","format-standard","hentry","category-home-territory","category-opportunity-sage-crm","category-rights","category-sage-crm","category-territory-sage-crm","category-uncategorized","category-user","category-view"],"yoast_head":"\nUser\u2019s Home Territory and Assigned to rights in CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/26\/users-home-territory-and-assigned-to-rights-in-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"User\u2019s Home Territory and Assigned to rights in CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Here in this blog I will explain an interesting functionality of rather complex module \u201cTerritories\u201d. We all know that CRM handles access rights according to the territory structure and profile combinations. Hence territory structure should be properly managed so that all users can view information accordingly. Greytrix Sage CRM Integrations\u00a0:\u00a0Sage ERP X3\u00a0|\u00a0Sage 100\u00a0|\u00a0Sage 500\u00a0|\u00a0Sage 300\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/26\/users-home-territory-and-assigned-to-rights-in-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2013-07-26T09:17:44+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/07\/SimpleSalesStructure.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/26\/users-home-territory-and-assigned-to-rights-in-crm\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/26\/users-home-territory-and-assigned-to-rights-in-crm\/\",\"name\":\"User\u2019s Home Territory and Assigned to rights in CRM - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/26\/users-home-territory-and-assigned-to-rights-in-crm\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/26\/users-home-territory-and-assigned-to-rights-in-crm\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/07\/SimpleSalesStructure.jpg\",\"datePublished\":\"2013-07-26T09:17:44+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/26\/users-home-territory-and-assigned-to-rights-in-crm\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/26\/users-home-territory-and-assigned-to-rights-in-crm\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/26\/users-home-territory-and-assigned-to-rights-in-crm\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/07\/SimpleSalesStructure.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/07\/SimpleSalesStructure.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/26\/users-home-territory-and-assigned-to-rights-in-crm\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"User\u2019s Home Territory and Assigned to rights in CRM\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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