Skip to main content
User role hierarchy [COMING SOON]

Automatically give managers access to records by their subordinates by configuring the hierarchy of roles in Mapsly

Sergey Shurygin avatar
Written by Sergey Shurygin
Updated over a week ago

Once you’ve specified object-level and field-level access, the first way you can give wider access to records is with a role hierarchy. Similar to an organization chart, a role hierarchy represents a level of data access that a user or group of users needs. Role hierarchies don’t have to match your organization chart exactly. Instead, each role in the hierarchy should represent a level of data access that a user or group of users needs.

The role hierarchy ensures that users higher in the hierarchy always have owner-level access (as defined for the object by their Profile) to records owned by people lower in their hierarchy.

It is not possible to use the role hierarchy to share records in the View-only mode with people higher in the hierarchy.

Mapsly does not offer automatic record sharing based on a record’s territory and the user’s place in the territory management hierarchy. If you need to automatically share records based on their territories and your CRM territory management processes, you will need to incorporate it into Mapsly's role hierarchy and sharing rules.

Did this answer your question?