Person-related/Both

Use the Person and Both options to further differentiate access rights for info areas that are person-dependent.

For example, reps should only be able to edit Interest records if the rep is entered in a Sales Group assigned to the corresponding company or person record.

1. Click in the Condit. Update cell for the Interest info area.
2. Select Info Area from the context menu.
3. Select the Sales Group info area and confirm with OK.
4. Click in the With Conditions cell and define the condition "Rep 1 ID = Current User".

   

   (Since the rep fields in SB are defined as an array, this condition is applied to all rep fields.)

5. You have the following options for the Person and Both columns:
   • Both: Disabled; Person: this setting is irrelevant in this case.

     If the rep is entered in a person-related sales group, the rep can edit the corresponding person-related interest records.

     If the rep is entered in a company-related sales group, the rep can edit the corresponding company-related interest records.

   • Both: Enabled; Person: disabled

     Any sales group (both company and person-related) can edit all interest records (both company and person-related).

   • Both: enabled; Person: enabled

     Person-related sales groups: can edit all interest records.

     Company-related sales groups: can edit company-related interest records.