How to set up Roles and Data Sharing properly.
This is what I need to create. All the tutorials were very vague.
- CEO- Sees all, edits all
- CFO view only
- Project admin - See all, Edits all
- Regional Manager - sees and edits all projects from his region (do I need to set up a group for each region?)
- Project Manager- sees and edits only his own projects.
- Production manager- sees his region only
How do I set it up so that each regional manager can only see all the projects from the salespeople only in his region? How do I set up those regions? How can I set it up so that the Project Manager can only see his own personal projects?
I need specific step by step instructions for setting up the roles above. Please help!
I have attached a screen shot of the roles I have set up.
Thank you!!