BPC: Restrict the view of the values of a hierarchy

Question

Hello experts,
We want to restrict the view of the values of a hierarchy, let me explain. In our scenario, we have a sales hierarchy with two divisions East and West. We want the users of the East division to enter planning data only for their part of the hierarchy and so the western users. It is also possible to restrict the view of the reported data depending on the users?
We are trying to do this through the Member Access Profiles but we are not getting the issue solved. Which steps should we follow? Are we working in the right direction?
Thanks in advance

Answer 1

From the information you provided, you are on the right path.  Member Access Profiles define the data users are able to view and/or enter.  In the scenario below, you will need to member access profiles as well as two teams.  You will also need to ensure that the task profile allows users to submit data.
Here are simple definitions I use with clients:
- Task Profiles - define functions a user / team may access
- Member Access Profiles - define data / hierarchy members a user / team may access
- Team - combination of 1 or more member access profiles and a single task profile
I suggest starting with defining a task profile (e.g. Plan Contributor) that has the proper tasks.  Then define two member access profiles (e.g. East and West).  Finally, create two teams and assign users to each. 
An important concept to remember that assigning users to multiple teams provides them with the broadest access across the definitions.  Thus assigning a manager to both the East and West teams would enable the manager to see/ work with both parts of the hierarchy.
Good luck,
Jeff