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?
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?
I want CRM users to view only their deals, leads, and contacts in the pipeline. What should I do?
What is Private Sharing Mode as an Add-on?
How are Custom Sharing Rules different from the Public mode?
Table of Contents
The Public mode allows everybody to access your records. The idea behind advanced or custom sharing rules is to provide selective access to groups and roles, and even subordinates.
For instance, a Sales Manager is at a higher level than a Sales Rep in the role hierarchy. When sharing rules are set to Private, a Sales Manager can view a Sales Rep’s records, but the other way around is not possible.
Now, the Sales Manager wants to give access to his records to a Sales Rep. Setting sharing rules to Public makes the records visible to all the users. Setting up custom sharing rules gives the Sales Manager the flexibility to grant exclusive access to the Sales Rep.
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