Implicit Hierarchy

Learn about the implicit hierarchy.

Access rights are checked hierarchically, e.g. when accessing an activity record, the system checks whether the rep:

  1. Has the appropriate access rights for the parent company
  2. the parent person
  3. the activity record

This "implicit" hierarchy can be disabled, which improves performance when accessing large volumes of data. Access rights need then to be defined for the dependent info areas.

To disable the implicit hierarchy, e.g. for the Activity info area:

  1. Click in the Implicit Hierarchy cell for the Activity info area in the Rights info area, see Defining Access Rights.

    The Select Info Areas dialog box is displayed.

  2. Disable the check boxes next to the Person in Company, Person and Contact Person info areas.
  3. Click OK.
  4. Save the rights definition.

The rep is now granted access (by selecting Data >  Both) to all activity records stored for a company, irrespective of whether he has access rights for the persons or not.

Note: Settings in the Implicit Hierarchy column can only be edited by the Administrator (SU).

Disabling the implicit hierarchy for custom info areas: If a custom child info area contains an additional link to Company (FI) and Selection (SL), the company link is treated as mandatory if the link to the parent info area has been overridden via implicit access rights. To disable this behavior, make sure the Included in Selections checkbox is disabled in the data model, see Properties.