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? 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 are the owners and co-owners of a record? Who are the owners and co-owners of a record? How do I define the co-owners of a record? How do I create the co-owner field in a module? What is the need for custom sharing rules? How are Custom Sharing Rules different from the Public mode? I want CRM users to view only their deals, leads, and contacts in the pipeline. What should I do?
What does the record-level access in Sharing Rules mean?
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When you enable record-level access for a module, then the records in the module are accessible only to their owners and co-owners.
Follow these steps to set the sharing rules to record-level access:
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- You will land on the Settings page.
- Look for the User Management section.
- Select Sharing Rules.
- Select a module and enable the radio button under the Record Level Access column.
- Click the Apply New Sharing Rules button.
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