I'm the CEO, but i'm also in charge of a large group of accounts. I have an assistant who helps me manage accounts, enter new leads, and set meetings.
We also have sales people in charge of their own accounts.
On my dashboard I want to see metrics for all users to get an overview of how they are doing and the organization as a whole, and also see metrics on just myself. Day to Day when i'm dealing with my contact/account/deal/other modules, I only want to see records i own, or records my assisstant owns (she forgets to change the ownership). Likewise I want my assistant to see records i own, and records she owns.
Sales people should only ever see their own accounts. And possibly future assistants of theirs.
The way i'm looking at it, i either need to by myself 2 license's, 1 for my "ceo" role, and 1 for my sales manager role. And be logged in with 2 seperate browser windows to look at organizational dashboards and the other browser for my sales role.
The other option i see is to change my role back and fourth when i want to view organizational data.
I could also maybe create custom filters on each module, but that doesn't help with global searches? Also would i have to remember to apply those filters on different computers? what about the mobile app?
What's the best way of doing this?