Activity Forums Salesforce® Discussions Role Hierarchy Issue to enable Opportunity and Case Access

  • Kumar

    Member
    February 5, 2017 at 11:45 am

    Hi Pranav,

    I think that the Sharing Rules in your Dev org are Public. If you change the Org Wide Default sharing to Private, you have a chance to define the Access at the time of Role definition.

    The Role Hierarchy screen lets you define the 'record access' relationship between your Users. Users can always see records they Own, and any records Owned by Users below them in the Role Hierarchy.

    Once your Role Hierarchy is defined, you can use Sharing Settings to determine how you want record access to be controlled in your org (Admin Setup->Security Controls->Sharing Settings). Hope this helps.

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