Hello,
We have a scenario where we don’t want Team A and Team B to see one another’s deals, but they should both have access to Team C’s deals. Team D should be able to see all of the deals for A, B, and C.
Is this something we can accomplish using HS roles and team hierarchies?
Thanks,
Elena Hearty
Hi @ehearty,
What should team C see?
From a first glance, it looks like it’s not possible to meet all conditions. If team A and team B are not allowed access to each other’s deals, their Deals Access permissions must be set to Team only. Now they would only be able to see deals of another team (C) if that team was a child team of theirs. Since a team (C) can only have one parent team, it would have to be either team A or team B. It cannot be both.
Team D’s access would be set to Deals Access is Everything.
Best regards!