Set role hierarchy and sharing rules

Sales leadership needs cleaner account visibility between regions. Set the role hierarchy so Regional VP East sits above East Coast Sales Managers and East Coast AEs, and ensure Regional VP West sits above West Coast Sales Managers and AEs. Add a sharing rule that grants read/write on Accounts owned by East Coast AEs to Regional VP East and their managers. Confirm no unintended access to other regions appears.

Before I change roles and sharing, make account access predictable for sales and CSMs. Propose a role structure that reflects the current reporting lines, surface where cross-region account overlaps exist, and design sharing rules that grant read-only visibility to CSMs but edit rights to regional managers. List three risks this change could introduce and how to mitigate them.

I updated the role hierarchy so new Regional VPs sit above managers and several managers now report they cannot see accounts they previously owned. I suspect I misassigned roles or forgot to transfer ownership. I’m afraid I’ve broken quota tracking and will get complaints. What is the most likely cause, what immediate steps restore access while I audit ownership, and how do I prevent this during future reorganizations?

Every reorg we rearrange roles and end up with broken access, duplicated visibility, and angry managers spending days filing support tickets. I need a better habit to manage role changes. What checklist, communication plan, and dry-run should I make mandatory so role updates don’t interrupt sales operations?