3413203 - Access Restriction Rules In Sales & Service Cloud V2

Symptom

You are creating Restriction Rules for Business Services and want to understand the different rules which are supported.

Environment

Sales Cloud V2

Service Cloud V2

Reproducing the Issue

Go to Settings.
Search and Open "Business Roles".
Open relevant Business Role. You will have options to restrict Read and Write Access for certain services.
For example, change the write access for sap.crm.service.leadService. You will then have option to assign a rule by clicking on hyperlink "Unassigned".
A new pop up will open where you can select based on Employee, Territory, Org Unit etc.

Cause

NA.

Resolution

Based on the restriction types defined by each service, following restriction rules are supported. When business role is maintained for a user, based on supported restriction types for a service, corresponding rules would be displayed. User can select one or more rules.

Restriction Type	Restriction Rule	Description
EMPLOYEE	My Employee	Access Based Direct Employee Assignment
	Employees reporting to me	For manager: Access based on employee and involvement of employees reporting to user in org unit (including sub-units). For non-manager: Same as “My Employee”
ORGUNIT	Service Organization of Employee	Access based on service organization of the employee in your organizational hierarchy
	Sales Organization of Employee	Access based on sales organization of the employee in your organizational hierarchy
	Org Unit of employee	Access based on org unit of the employee in your organizational hierarchy
TERRITORY	My territory hierarchy	Access based on the employee’s territory assignment only (incl. sub-territories)
SALESAREA	My employee sales data	Access based on employee sales data (sales org + division + dist. channel)
	Sales areas of my sales org	Access based on all sales area of sales orgs of employee
DISTCHAIN	My employee sales data	Access based on employee dist chain (sales org + dist channel)
	Sales areas of my sales org	Access based on all dist. chain of sales orgs of employee (sales org + dist channel)

Keywords

Version 2, Access, Write, Read, Settings, IAM, Sales, Service, Cloud, , KBA , CEC-CRM-IAM , Identity and Access Management for SAP Sales/Service Cloud , Problem

Product

SAP Sales Cloud and SAP Service Cloud Version 2 1.0