Hi Barb,
I ran a super quick high-level test of this and it works--at least on the surface. I had to do a test using appointments rather than opportunities just because of the users set up in my test tenant. I didn't run any reports but used the "My Team's" filter for the list of appointments. The resulting behavior is described below.
Giant Disclaimer Here -- You'd need to test it thoroughly for leads and opportunities as well as reporting, etc to make sure your specific access and visibility needs are fully met.
Using territories rather than the org structure might be another (more flexible) option, but I'm less familiar with that feature set. Sushant Potdar, can you comment on this?
For the sketch below...
- Gary is also an employee as well as the manager of the org unit with Jennifer and Ryan
- Gary can see appointments (in my test) for Jennifer, Ryan, and Luke.
- Jennifer and Ryan cannot see Luke's.
- Luke cannot see Jennifer and Ryan's.
- Steve can also see Luke's.
- Access restrictions are unrestricted--allowing read access to all [appointments] for employees of same org unit
Cheers,
Angela