How does Grant Access Using Hierarchies apply in Veeva CRM Sharing Rule?
Veeva CRM follows Salesforce practices on Sharing Visibility for Grant Access Using Hierarchies.
The Grant Access Using Hierarchies option affects which users gain access to data when something is shared with public groups, personal groups, queues, roles, or territories. For example, the View All Users option displays group members and people above them in the hierarchies when a record is shared with them using a sharing rule or manual sharing and the Grant Access Using Hierarchies option is selected. When the Grant Access Using Hierarchies option is not selected, some users in these groups no longer have access. The following list covers the access reasons that depend on the Grant Access Using Hierarchies option.
- These reasons always gain access:
- Group Member
- Queue Member
- Role Member
- Member of Subordinate Role
- Territory Member
- Member of Subordinate Territory
- These reasons only gain access when using hierarchies:
- Manager of Group Member
- Manager of Queue Member
- Manager of Role
- Manager of Territory
- User Role Manager of Territory
Salesforce Help Documentation: Controlling Access Using Hierarchies
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