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
Profile Permission Required: Users with the Manage Data Sharing permission can access this feature.
To create data sharing rules
- Click Setup > Users & Permissions > 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.
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