3. A user has Parent: Child Business Unit Read access but still can’t see a record they should be able to access. How would you troubleshoot the issue?

I would check these things:

  1. Check the security role
    Make sure the user has Read permission for the correct table and the access level is set to Parent: Child Business Unit.
  2. Check the business unit structure
    Make sure the business unit of the record owner is actually a child of the user’s business unit.
  3. Check who owns the record
    Check whether the record is owned by a user or a team, and which business unit that owner belongs to.
  4. Check the correct table
    Make sure the user has the required Read permission on the table where the record exists.
  5. Check other access settings
    Check the user’s other security roles, team membership, record sharing, and make sure they are working in the correct environment.

Example: Suppose Emma is in the Sales business unit, and North Sales is a child business unit. Emma has Parent: Child Business Unit Read access to the Card table. If a Card record is owned by someone in North Sales but Emma still cannot see it, I would check:

Security Role → Access Level → Business Unit Structure → Record Owner

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