Quote Visibility in Transaction Search through Custom Attribute — Cloud Customer Connect
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Quote Visibility in Transaction Search through Custom Attribute

We are currently struggling with Quote Visibility Approach and need inputs:

Our requirement is as per below:

A person belongs to Company A in Country IT and Territory X. This person should be able to Access the quotes that was created by this user and the other user who belongs to the same Company, Country and Territory.

A person who is Area/ Territory Manager have access to Territory A and is parent to Territory X, Y, Z. This person should be able to access the Territory A, X, Y and Z.

The territory relationship of Parent and child is present in one of the Data Table with Country and Company Details.

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