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How do I add custom sharing rules?

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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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