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SeepathySeepathy 

security question

In our organization, we have sales reps report to Managers --> Executives --> CEO.  Reps are grouped by NE, MW Markets. We need to enable NE users to see/work on some of opportunities  that belong to MW. Similarly some of MW Reps would need to see some opportunities owned by NE. How could we set up the roles. I beleive it can be done via sharing rules. 

 

Is it possible to prevent some users from downloading report data? 

 

Is it possible to hide/enable some portion of dashboard to a specific user group? 

 

Appreciate your feedback 

IspitaIspita

There 3 questions in your query:-

Is it possible to prevent some users from downloading report data? 

Yes for that you need to revoke the "General Use Permission " of Exporting Reports from the profile of the user , alternative create a profile for all user  whom you want to give the rite of exporting data from reports and dont give the "Export Report" permission to them.

 

Is it possible to hide/enable some portion of dashboard to a specific user group? 

In case you want to just limit data displayed you can make use of Dynamic Dashboards and show dashboards with data as per security and sharing model of the logged in user.

In case you wish to limit dashboard type to specific user you can utilize the "Running User" value of dashboard couples with the hierachy and security of profiles to control who sees which dashboard.

 

How could we set up the roles. I beleive it can be done via sharing rules.

This can be set using role and hierarchy working in conjugation with security model implemented in the organization.

 

Hope this helps.

BudVieiraBudVieira
Hi Seepathy, Is there some data on the Opportunities that would identify them as "need to be shared with NE" or "need to be shared with MW"? If so, you can create two Criteria Based Sharing rules to share the appropriate records to each group.

You can find information about criteria based sharing in Help and Training here:
https://help.salesforce.com/apex/HTViewHelpDoc?id=security_sharing_cbs_about.htm&language=en

and general information about sharing rules here:
https://help.salesforce.com/apex/HTViewHelpDoc?id=security_about_sharing_rules.htm&language=en