FAQs in this section
How do Sharing Rules work when I associate multiple users with the same role?
How many custom sharing rules can I add for a module?
What are Sharing Rules?
Is there an exception where users can access records despite restrictions from the sharing rules?
If I am the owner of a record, do I get full access to the record?
Which is given priority in the CRM - Sharing Rules or Profiles?
What are the types of sharing rules available in the CRM?
What are the different types of permissions I can configure using sharing rules?
How do I configure sharing rules?
How do I configure record-level sharing rules?
What does the record-level access in Sharing Rules mean?
What are the owners and co-owners of a record?
Who are the owners and co-owners of a record?
What is the need for custom sharing rules?
How are Custom Sharing Rules different from the Public mode? 
How do I create the co-owner field in a module?
How do I define the co-owners of a record?

How do I add custom sharing rules?

Custom sharing rules are created to allow subordinates to access and perform actions on their superiors’ records. If you are a user at a higher level in the hierarchy, you can grant permissions to your subordinates to access your records in a module.

Note: You can give access to subordinates even when the module is made Private.

Follow these steps to set up custom sharing rules:

  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
    • You will land on the Settings page.
  3. Look for the User Management section.
  4. Select Sharing Rules.
  5. Select a module and click the downward arrow under the Advanced Sharing Rules column.
  6. Define the custom rule. Let’s take an example of the Contacts module.
    • Click the +Add Custom Rule button.
    • Enter the following information:
      • Contacts of: The contact whose records you want to share.
      • Can be accessed by: The person who can access the contact records.
      • With permissions: The type of access permissions that must be given.
      • Click Save.
  7. Click the Apply New Sharing Rules button.
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