I have the following requirement:
My organisational structure contains the following roles: VP Sales (1), Sales Manager (2), Sales Team Lead (4), Sales Rep (20)
Each of these roles has the number of employees detailed in the bracket behind the role name meaning that due to the size of the sales team the sales reps are working in 4 different equal teams. Each team reports to an individual Team Lead. The 4 Team Leaders report to 2 different Sales Managers who in turn report to one VP of Sales.
Each of these levels needs to be able to see only the organisation reporting to her/him - either direct or indirect. For example the VP can see everybody's tasks and opportunities and Dashboards are showing the data of the whole sales organisation. Each of the two Sales Managers can only see the data for themselves and of their respective organisation. The Team Leaders can only see their own data and of their organisation.
Since there are several equal employees sharing the same roles (Sales Manager, Sales Team Lead) it is not possible to use the role structure to prevent Manager 2 from having access to the team information of Manager 1.
The only possible way I can see this to be possible would be to create one role per Manager (hence 2 roles with the same security) and one Role per Team Lead (hence 4 roles with the same security). This however is cumbersome and really hard to maintain during restructuring and new team member on-boarding.
I am wondering if the Manager column in the Employee section can be utilized to define the reporting structure.
How else can this requirement be achieved?
thanks a lot