Ver módulos personalizados con la gestión de territorios
Buenas,
Tenemos organizados los clientes en la gestión de territorios por diferentes territorios y subterritorios. Por ejemplo
- Zona A
- SubZona A1
- SubZona A2
- SubZona A3
Los clientes de cada subzona está gestionada por un comercial y la zona gestionada por responsable de comerciales.
La cuestión es que el responsable puede ver los clientes de las 3 subzonas pero no puede ver demás registros asociados a ellos cómo contactos o módulos personalizados asociados al cliente.
Por otro lado tengo definida una jerarquía de roles del tipo:
- Director
- Responsable Zona
- Comercial
Si al responsable le pongo el rol "Responsable de Zona" puede ver los registros de Zona B, Zona C, etc, en vez de ver los registros de su territorio, en este caso Zona A. Y si le pongo rol "Comercial" sólo ve lo indicado en primera instancia, sólo clientes, sin sus registros asociados.
¿Cómo podría configurarlo? Porque si es por ajuste de datos compartidos, tendría que crear un grupo para cada zona l y un grupo sólo para el Responsable y compartir datos. Si es así ¿para qué quiero dividirlo en territorios? si después tengo que crear grupos igual que los territorios. Lo que dejaría muy complejo todo lo que es la compartición de datos.
Gracias de antemano.
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