Level 3 Sprint 1 - Regional Sales Executive access

[EmmelineM]

Hi,

I am currently trying to grant access to my Regional Sales Excutive role for the Account Review DB.

Reading user stories, I understood that Regional Sales exec could override or hold sales targets for each account intheircountries (ie country located in the region they are responsible for).

Since I only enable selective access for regions, I am currently able to override data for all accounts, even ifthey are not in my region。我知道这是非常合乎逻辑的罪ce I do not enable selective access for accounts. But my question is : is there a way to grant access to accounts to a regional sales exec, without adding each account in the users content panel ? Account list is not rolling up into the country list hierarchy so this is not automatic.

I was thinking about adding a condition in my access driver module (for the target module) checking if the region of the account is equal to the region of the Regional Sales Executive (highlited in yellow on the picture below). How can I write the "current user. region" in Anaplan language ?

Thanks by advance for your response.

[maalek]

Hi - I have the same issue, could someone advise please?

[ChrisAHeathcote]

@EmmelineM

You are able to make changes as I suspect you have not changed your role in user settings and you are still set up as having full access.

Change your role to Regional Sales Exec and check that the selective access is operating as expected. Remember to allocate yourself a sales region too.