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• Example of a Typical Setup

  Documentation August 11, 2016 @ 12:00 am
  

  Yes, thanks. Putting "Jill" into the 2 separate groups was what I was looking for.

  Now when going to higher levels, I am still a little confused. When you say "district managers" are you referring to Will and Sarah? or Jill and other colleagues?

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• Example of a Typical Setup

  Documentation August 10, 2016 @ 12:23 am
  

  When I go beyond the above example (Jill>Will and Sarah>Reps) to a 4 level (John>Jill>Will and Sarah>Reps), Will and Sarah are able to see each others records.

  From my understanding of the the set up, I have created a "East Team" and "West Team". Then a "Jill Team" is created with everyone from East and West and Jill. And John has an everything role. But now that Will and Sarah are in the same group that encompasses all, their "Group" role/rights let them see each others records.

  Have I set this incorrectly?

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