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How to Restrict Users Access to Opportunities Per OU? (Doc ID 1410994.1)

Last updated on SEPTEMBER 26, 2018

Applies to:

Oracle Sales - Version 12.1.1 and later
Information in this document applies to any platform.
Checked for relevance on 26-Sept-2018

Goal


When searching Opportunities, any user can see the opportunities.of the other members of his/her team regardless of the business unit assigned . This access privilege is depending on the Security access system profiles settings.

We need  to limit the user view to only his business unit opportunities only.

Here are the objectives :
1. Users should see their OU sales team data only, and not the other OUs data.
2. Sales managers/administrators need to see their staff data only for their OU not for the other OU



Solution

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In this Document
Goal
Solution


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