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Outside Sales Group - How would you admins set this up?

edited Dec 6, 2019 2:37PM in General 3 comments

We have a pretty unique situation with an outside sales group that all have seats on our NetSuite account.  The group, I'll call them Acme Sales, has two managers and 7 regular reps.  I need to accomplish the following:

[LIST]
[*]Restrict supervisors to only see customers and transactions where they are the sales rep or their subordinate is the sales rep.
[*]Restrict sales reps to only see customers and transactions where they are the sales rep or their supervisor is the sales rep. - basically I want to allow the sales group to all have access to only their own customers and transactions[/LIST]

Steve Klett | Senior Developer
NetValue Technology

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