Need a more dynamic approach to setting SuccessTeam Account Set based on employee hierarchy
To comply with restrictions from our Security and Works Council teams about who can see what content in the system, we must manually build out individual SuccessTeams for all of our global managers limiting them one-by-one based on an Account Set filter criteria of "Direct Reports of Manager_Name." In practice, this leads us to managing hundreds of constantly changing SuccessTeams.
The basic approach looks like this: SuccessTeam_Mgr1 has an account set criteria of "Direct Reports of Mgr1" and SuccessTeam_Mgr2 has an account set criteria of "Direct Reports of Mgr2," all the way up to SuccessTeam_Mgr-X has account set criteria of "Direct Reports of Mgr-X."
While this achieves our security requirement that managers only see data for their own direct HR reporting hierarchy, it also places an enormous and recurring administrative burden on us to chase and constantly update an ever-changing employee hierarchy (as managers move into new roles or leave the company entirely, etc.).
Request instead Totango SuccessTeam settings allow for a dynamic calculation of the Account Set based on the logged in user's employee hierarchy.
Instead of hard programming the account set based on "Direct Reports of Manager_Name," have a setting for "All Reports" or "Direct Reports" of the logged in user more generally.
This would allow us to consolidate all of our hundreds of manager SuccessTeams down to one single and auto-calculated "All_Managers" SuccessTeam. It would remove the administrative burden of keeping this information updated, and it would also ensure our users see exactly what they're supposed to see in the system the moment they log in (instead of needing to wait on us to manually clean up their account set settings).
I encourage others who might benefit from this to upvote the idea. Below are some images for clarity.
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