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My current ongoing problem: sales agent need to work on his assigned accounts but being able to list the whole accounts managed by the team, showing only basic data (main panel, no contacts, stream, activities).
Belong to the same Team of the internal sales team, but with a different Role.
Panels visibility rules didn't allow me to filter by Role so to hide unwanted information.
Using reports im able to extract only the needed info listing i.e. the Name of Account entity, but to make him able to run the report I need to give in the Role Read access to Account by Team, so in fact enabling him to look at every account detail trough the Account feature.
There is any way to maintain the access rule for Accounts only to Own, but allowing him to run this report, extracting data from the whole Team accounts list.
Belong to the same Team of the internal sales team, but with a different Role.
Panels visibility rules didn't allow me to filter by Role so to hide unwanted information.
Using reports im able to extract only the needed info listing i.e. the Name of Account entity, but to make him able to run the report I need to give in the Role Read access to Account by Team, so in fact enabling him to look at every account detail trough the Account feature.
There is any way to maintain the access rule for Accounts only to Own, but allowing him to run this report, extracting data from the whole Team accounts list.
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