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Partner Role Restriction Not Working
I have a custom role for use by Partners and would like to restrict all records/transactions by the Partner field. In setting up the Role, I select "Own & Subordinates Only" in the Employee Restrictions field... and check off "Partner Role". According to the help docs this is supposed to restrict visibility/access to records "owned" by that Partner. However, all records are still visible.
(from the help docs)
17. If you use the Partner Relationship Management feature and have set restrictions in the Employee Restrictions field, check the Partner Role box to restrict partners to records and transactions based on the Partner field.