Query regarding Organization Hierarchy
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8 hours ago
In ServiceNow CSM, do we have an out-of-box mechanism (or by using some plugin / little customization) to define organization hierarchy where a customer account can be linked an org from this hierarchy. The scenario I am trying to achieve is something like below --
1. Org Hierarchy, where org is not departments or organizations of a company but logical groups to define the operation hierarchy and access control on customers data.
Eg .
Global Org
- DUMMY Org (used for default cases)
- SALES Org for Key Accounts (org based on account type)
- Sample Org
- Parent Org
- Child Org 1
- GEOGRAPHICAL Org (based on geographical regions)
- AMERICAS Org
- Sample Org
- Parent Org
- Child Org 1
- Child Org 2
-EUROPE Org
- Sample Org
- Parent Org
- Child Org
....... (continues)
2. Each customer account is associated to one of these orgs.
3. Each user is also associated to one or more orgs from these.
4. A user ONLY must have access to customers belonging to orgs assigned to user or orgs present in org hierarchy below the org assigned to user.
Eg. Customer C1 - Org AMERICAS Org (from above hierarchy)
Customer C2 - Org Parent Org ( under AMERICAS org, from above hierarchy)
Customer C3 - Sample Org (Under EUROPE Org, from above hierarchy)
Now, if a user is linked to org AMERICAS org, he must have access to C1 & C2 only but not to C3.
Note :- Can table 'business_unit' be used as it is or by extending to another custom table to maintain the above org hierarchy.
Regards,
Ankit
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