Permissions Settings for Managers

I’m looking for guidance on the best way to setup permissions where a sales manager will see the activities for only the sales people they manage. Is it better to assign each sales person to a manager separately using a linked field, or assign a sales person to an office or team, then assign that office/team to the manager so that the manager automatically sees the activity of their sales people?

Great question @bhosey

Honestly, either way will work, it’s best to reflect your real situation.

Do your sales managers manage a whole office, and everyone in them, or are there exceptions?

If there are exceptions, you’ll need a ‘Manager’ linked field on each Sales person, and then you can setup the manager permissions to also see activities from people they manage

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