We have the following scenario- can this be fixed with a solution from someone here?
Problem:
One account org; several hundred employees
Not all users should be able to see all employees in that org.
Our proposed solution:
(UPDATED)
We have set up hierarchy roles.
We set up record types by object.
We set up sharing rights and permissions sets restricting the record types visible.
Not all users have the same permissions.
Issue:
Because they all have access to the same org- they see all the employees bypassing all the permissions sets.
I can't seem to change the Parent/Child relationship of Account/Contact. Therefore, if they all have access to account ABC, then they all see the contacts of ABC - even when they have restrictions on the record types.
Hi @Lorena Mosquera,
To restrict access to employees' records in Salesforce:
1. Hierarchy: Set up a role hierarchy.
2. Security Defaults: Configure restrictive organization-wide defaults.
3. Sharing Rules: Create sharing rules for exceptions.
4. Profiles & Permissions: Fine-tune user access with profiles and permission sets.
5. Field Security: Control field visibility by user role.
I hope It work.
