How to implement granular access to other users' Leads/Quotes/Orders

How to implement granular access to other users' Leads/Quotes/Orders

In BATS you can implement a very granular security for access to Opportunities (Leads/Quotes/Orders) that are assigned to other users.  BATS has the following Security Roles which control access to records that are assigned to other users:


The First two Roles allow for broad control of Opportunities:
  1. Can View Others - user can see Opportunities that are assigned to other users in "Other Leads", "Other Quotes" and "Other Orders" pages, as well as in Global Search, but cannot open those Opportunities
  2. Can Edit Others - user can open and edit Opportunities that are assigned to other users


The Following Roles allow for more granular control of this functionality:
  1.     View Others Leads 
  2.     View Others Quotes
  3.     View Others Orders















For example, if you want to allow a user to see other users' Leads and to also be able to edit those Leads, then you will enable "View Others Leads" and "Can Edit Others" for that user.  This will allow the user to view and edit other users' Leads but will not allow the user to view or edit Quotes or Orders.