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How do I configure record-level sharing rules?

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Follow these steps to set the sharing rules to record-level access:

  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 enable the radio button under the Record Level Access column.
  6. Click the Apply New Sharing Rules button.
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