Matrix organizational structure in functional and organizational roles
Hello,
How can a matrix organizational structure be implemented in Creatio?
For example, a Sales Manager may have two supervisors — the Branch Manager and the Head of Sales for the entire company. The same setup can apply to all positions.
Currently, organizational roles have a Management role, while functional roles do not. How can both lines be reflected in the system?
Or will it be necessary to configure business processes to assign permissions for all possible objects (from Opportunity to Task)?
Thank you
Like
Hello.
Currently, there are no management roles for functional roles. The logic to be implemented depends on the business need for establishing such a hierarchical structure.
If we consider the inheritance of access rights by a manager, there are two possible approaches from a technical perspective:
- Create functional roles as organizational roles (although this is likely not the best option), or
- Configure the required logic using object permissions and business processes.
For example, we could add a rule on the object level so that when an employee with a specific functional role creates a record, a designated person (manager) is automatically granted permissions. Alternatively, more complex logic for granting access rights under different conditions can be implemented through business processes.
Best regards,
Antonii.