How to restrict HR Case to particular Tier1 groups

Rekha Tiwari · ‎02-28-2022

Hi All,

I have requirement-

We have Tier1 , Tier2 and Tier3 groups. We need to show HR cases to Tier1 groups only. But also show corresponding HR Cases to Tier 2 or Tier3 groups if HR Case is assigned to these groups.

I have created Read COE Security Configuration for each COE for Tier1 group. Also created Query BR to show HR Cases for corresponding group members but it is not showing to member of that group. Now HR Cases are visible to Tier1 groups only.

Please suggest

Willem · ‎03-01-2022

Hi Rekha Tiwari,

You can use COE Security Policy for this. For each COE you can set up 2 policies:

1 if the assignment group is one of your groups, allowing Tier 1, 2 and 3 Access:

The other allowing Tier 1 always, for example if they are the assigned to (you can do this for each group as well):

Hope this gives you enough inspiration to find a (non-scripted) solution for your requirement! 🙂

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Rekha Tiwari · ‎03-07-2022

Hi Willem,

Thanks for your response. This way only users of particular group are able to see records.

But now the problem is user with sn_hr_core.admin or admin are not even to see records. Any suggestions please?

Willem · ‎03-08-2022

Hi Rekha,

It is always a good practice to have Admin's or other roles also delivered based on groups. In most projects we have something like an "HR Admin"-group. You can then include that group in the COE Security Policy.

Let me know if this helps! And please feel free to mark answers as Helpful, that is always much appreciated 🙂