I am trying to understand the logic of why we can not add an organization (Account) to an organizational structure of the system. I have seen some of the documentation and tables that link to VwSysAdminUnit and VwSspAdminUnit but I can not find out why they are not displayed in the user interface the same as in the portal organizational structure.
We have written a process to provide the access to a lead based on the owner selected. Attached, screenshot of the process [Access Provided to the Employee.jpg].
But the manager of the employee defined in the organizational structure and the manager above the employee in the structure are...MoreLess
We are trying to configure the organisational structure and need to understand how the hierarchy [access] will be passed on in the structure, whether the access/configured from higher level to lower level in the organisational structure or the opposite needs to be set up.
I've had a look at this documentation, which talks about creating Organizations and Divisions, but I cannot find anything on there or elsewhere which explains what the differences between these are in Creatio - as far as I can see they behave in the same way. Does anybody know what the differences are?
Im not sure about this. But what I understand is that if you have created an organisation role, then you can still create an organisation role...MoreLess
i have a question regarding our client Organizational roles,
so basically we already have an organizational roles and based on this organizational roles and structure, we already setup our client object permissions.
so there are many existing lead and opportunity with this organizational access...MoreLess
You can simply activate records permissions for "Printable" object and specify read access rights for printables created by system administrators...MoreLess