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 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 define the co-owners of a record?

How do I create the co-owner field in a module?

Follow these steps to create the Co-owner field in a module:

  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
  3. Look for the Module Management section.
  4. Select Module Layouts & Fields
  5. Choose a module from the Select Module drop-down.
  6. Click the Detail View Layout tab.
  7. Click the +Add Custom Field button under any block you want to create it in. 
    • You can also create a new block:
      1. Click the +Add Block button.
      2. Enter the block name.
      3. Choose the existing block after which you want to add the new block. 
      4. Click Save.
      5. Click the +Add Custom Field button in the newly created block.
  8. Select Co-owners from the Select Field Type drop-down.
  9. Set the field properties:
  • Mandatory Field: Entering a value for the field becomes mandatory.
  • +Quick Create: The field becomes available under Quick Create
  • Key Field View: The field appears in the Key Fields section of a contact’s Summary View.
  • Header View: The field appears in the Header section of a contact’s Summary View.
  • Mass Edit: You can perform a mass edit action on the field.
  1. Click Save.
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