Explanation of sharing access and how to customise it for your CRM users
Introduction
Besides controlling access to modules and fields, you can also control access to certain data in the CRM. For example, you can set the sharing permission so that a user can only view and edit data that is assigned to them, or they can view all data but only edit data that is assigned to them.
Example 1. User can only see their data
You can set the sharing permissions so that a specific user can only see data that is assigned to them. This can be set on a module-by-module basis.
This can be achieved using “Sharing Access”
Example 2. Users can view all company data but only view their contact data
This setup could allow a user to view all company details but only contacts that are assigned to them.
This can be achieved using “Sharing Access”
Example 3. Users can view all data but only edit their own
In this scenario, a user would be able to view all records in all modules but only edit their data.
How to set sharing permissions
- Click the -> Settings icon then -> Settings
- In the User and Access Management section click -> Sharing access
- Click the -> Change Privileges button
- For each module choose the desired sharing privileges from the drop-down (see details for each below).
- Click -> Save Permissions when finished
Explanation of sharing Privileges
Private – Only the assigned user and roles directly above the user can see the data
Public: Read-only – All CRM users can view the data. Only the assigned user and roles directly above the user can edit or delete the data.
Public: Read, Create/Edit – All CRM users can view and edit the data. Only the assigned user and roles directly above the user can delete the data.
Public: Read, Create/Edit, Delete – All CRM users can view edit and delete the data