I am a bit nervous, I need to set up new roles as the business has changed around a bit, but the company does not want records hidden based on roles.
If I add the new roles all at the same level (see attached picture) the top half would we be if I layered it, but the bottom half is all the same level as the CEO. If I were to move everyone to roles on the same level as the CEO it should not hide or remove records from their view correct?
Thanks!
8 respuestas
That totally makes sense and that is why it does work for us as a small flat org.