Managers cannot see accounts from the Reps they manage and that belong to the accounts territory (Doc ID 2046521.1)

Last updated on SEPTEMBER 03, 2015

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.1.9.2.0 and later
Information in this document applies to any platform.

Goal

User wants to restrict the account visibility to only the owner of the account, the account team, and the management chain of the owner and people in the team. Also the territory team.

User followed this guide: Customer Object: Restrict “All Customer” Access for Sales Reps & Sales Managers (Configuration) (Doc ID 1620475.1)

With this guide, the visibility works almost well, but doesn't work for the managers of the people in the territory team. People in the territory team can access the Accounts, but their managers cannot.
 

Solution

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