FAQs in this section
How do Sharing Rules work when I associate multiple users with the same role?
How do I add custom sharing rules?
How many custom sharing rules can I add for a module?
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?

What are Sharing Rules?

Sharing rules define access rules for viewing and editing CRM records for different levels of users in the organization. 

Basic rules:

  • Admin users have full access to all records. However, read-only fields can only be modified by the system.
  • Record owners and superiors have full access as long as their profile permits them.
  • Profiles override the privileges granted by Sharing Rules at the user level. For example, if Profiles do not provide Edit permission, then you cannot allow Write permission in Sharing Rules.
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