What is a Role and how is it Useful?

What is a Role and how is it Useful?

Roles enable you to set up your organization-wide hierarchy such that users at higher hierarchy can always access all the records of lower hierarchy. For example, Team leaders can access all the Support Agent records where as Support Agent can access only their records and not that of Team leaders.

If you want to show only respective Support Agent requests on log-in, you can setup Role hierarchy and enable the private permission under Data Sharing Settings.

By default Data Sharing Settings is public read/write. If your Role hierarchy has to take effect, you have to make the Data Sharing Settings module as private.

To access Data Level Security, Goto Setup > Admin Setup > Data sharing Settings.

For more, refer Date Sharing Settings.