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Best Practice Advice on Account Management data access

in Sales 1 comment

Summary:

Hi all,

I needed some best practice advice for a BFSI customer on how can we deliver the following use-case in the most standardized way within Oracle CX Sales Account Management:

  1. We have a business need where there'll be a header account and there may be child accounts based on different locations or line of business
  2. The header account can be accessible (view only) to everyone, but the child account should only be visible and editable for the child account owner

Should I be using child account as a part of standard account hierarchy? If yes, how best can I apply the data restrictions to ensure that only the account owner is able to view or edit the data?

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