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.