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Setting up right restriction rules & sales data for Accounts

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Hi all,


I would like to have more information about the restriction rules & orgainzation sales data.

 

In my scenario I will work with a customer called: Test Autorisatieand a testuser called Smana (Area Salman)


User Smana is assigned to the business role Sales Manager where the read & write access are set to restricted for accounts with restriction rules where it’s only possible to view accounts related to their sales data & territory (is this the right one?) .


Smanais part of the organization unit of S1020 ABC NL Trade in order to see only accounts that have S1020 as organization unit


So I think Smana might see only accounts that are related to S1020 ABC NL Trade. Our customer Test Autorisatie is related to the organization unit ABC NL Trade (see picture below)

When I try to search for the account when I’m logged in as SmanaI’m not able to find customer Autorisatie Test

 

 

Could someone provide me what I'm doing wrong here?

 

Thanks!

 

Regards,

 

Arian


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