To achieve the same security model that was implemented using Manager Hierarchy earlier
(https://nishantrana.me/2014/10/04/hierarchical-security-modelling-manager-hierarchy-in-crm-2015/)
in Custom Position Hierarchy we need to follow these steps.
To create Custom Position Hierarchy
- Open Settings à Security à Hierarchy Security
- Select Custom Position Hierarchy à Configure (Set Hierarchy Depth as 2)
- Create a new position record “position 1” and add a user to it “Ceo”
- Similarly create Position 2 and Position 3 record add “Manager A” and “First Name”
The Hierarchy à
Record created by user at position 3 is read only for the CEO user at Position 1 and editable for Manager User in Position 2 as we have set the depth as 2.
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