By default, access rights to CRM records is set as private so that the record owner and his/her manager can oversee the CRM data. However, using the Data Sharing Rules, you can extend the access rights to users belonging to other roles and groups. Once the data sharing rules are configured, users associated to other roles and groups can gain additional access to the records that belong to other users.
Key Features
Managing Default Data Sharing Process
You can provide the following types of access levels to user in the CRM modules:
- Private: Only the record owner and his/her superior can view the record.
- Public Read only: Users can view others' records but cannot modify and delete the records.
- Public Read/Write/Delete: Other users can view, modify and delete the records.
Availability
Permission Required
Users with the Manage Data Sharing permission can access this feature.
Note
- By default, access rights to CRM records is set as private so that the record owner and his/her manager can oversee the CRM data.
- The organisation-level data sharing model is not yet implemented for Notes, Reports, Dashboards, and Email modules.
To manage default permissions
- Go to Setup > Users & Control > Security Control > Data Sharing Settings.
- In the Data Sharing Settings page, click Edit All Default Permissions.
In the Edit Default Organisation Permissions page, update the following Access Privilege for modules:
- Private
- Public Read Only
- Public Read/Write/Delete
- Click Save after updating access privileges for all the modules.
Creating Data Sharing Rules
This feature helps you to create rules to provide access or restrict users from viewing your data in various modules.
Availability
Permission Required
Users with the Manage Data Sharing permission can access this feature.
To create data sharing rules
- Go to Setup > Users & Control > Security Control >Data Sharing Settings.
- In the Data Sharing Settings page, click New Sharing Rule for the corresponding module.
In the New Sharing Rule page, do the following:
- Specify from whom the records are shared.
- Specify to whom the records are shared.
- Choose the Access Type from the drop-down list.
- Select the Superiors Allowed check box to allow data sharing to the superiors.
- Click Create Sharing Rule.