Unable to restrict view to accounts per division while still being able to see orders.
Anyone have a solution?
ESE (246-249) with multiple divisions (and corresponding back offices – Macola ES) using interconnect
Account # 1 in division 1
Account # 2 in division 2
Resource # 1 in division 1
Resource # 2 in division 2
Out of the gate all resources see all accounts and all orders on all accounts (this is the issue – need to restrict view of accounts and orders to the division level)
To restrict the view of accounts from other divisions than the user - turn on: Customers - Setup - Other - Settings - Account - Security: Check – Roles
Now Resource 1 can only see Account 1 and Resource 2 can only see Resource 2 (works as intended)
However when you then use the Monitor item of Orders (interconnect) no data is returned now (here is the problem)
States this is by design. This flag does two things – restrict the view of accounts to the division level and restricts the view of orders to the account manager.
Restrict view of accounts and orders to the division level.
Taking this a step further: Allow for access rights to the account (and everything for that account) at the division level, a different role. Then further allow for access rights to various roles based on content (ie. financial, orders, documents, requests, etc).
Why this is important/issue:
Security Flag Set:
Only resources in the same division can see accounts (good)
Only account managers can see orders – salesperson’s of each address cannot see orders (bad)
Security Flag Not Set:
All resources can see all accounts and orders (bad)
The administrator has disabled public write access.