Hi,
I'm currently facing the following issue.
Our client wants to use CRM WebUI for leads & opportunities. 2 sales groups are in place: BENELUX HC and BENELUX CRS. Both groups should ONLY be able to open and edit their own leads & opportunities, so NOT the ones of the other group.
CRM-OM has been set up with those 2 groups and users have been assigned to the groups.
So far, so good.
We want to use the OM assignments to define the access rights for the users. Hence, we have set up roles with object CRM_ORD_LP set to access the own sales group. (along with the other objects required to access leads & opps)
However, this set up does not work. Users can still access documents from the other groups.
I have spoken with the OM team, and I understand this is because the Sales Groups are not linked to R/3 :
Is this statement correct?
If yes, are there ways to still use OM assignments for restricting access WITHOUT having to activate those links? (Currently not an option @ my client).
I am aware of ACE, but I prefer not to use this at this moment.
Thanks a lot for your input