Business units are the cornerstone of security in the CDS. All users must belong to one, and only one, business unit. A user's access to records flows from their place in the business unit hierarchy.
This section explains how business units, users, and security roles come together to give users access to data. Security starts from the hierarchy of business units and the location of a user within this hierarchy. The following diagram shows an example business unit hierarchy with users assigned to different business units:
Figure 8.10 – Users and business units
Let's look at the Read Account privilege for a security role using the business unit hierarchy in the preceding diagram:
- A user in the North business unit with a Read Account privilege access level set to Business Unit will be able to view accounts that they own and accounts that are owned by the other users who are in the North business unit.
- A user in the Sales...