Sharing and teams
Sharing settings decide who can see whose records. Use them to keep records private, share them with a team, or open them to the whole company.
Where to find it
Section titled “Where to find it”Select System settings in the sidebar, then Sharing settings. The page has four tabs: Default Access, Sharing rules, Teams and Reports to.
What you can do
Section titled “What you can do”- Default Access — choose, per module, Private, Private + Alert, Team, Public Read Only or Public Read/Write; contacts can follow their account with Controlled by Parent. Grant Access Using Hierarchies gives people above the owner the same access.
- Sharing rules — share records owned by one group with another, read-only or read/write.
- Teams — create teams, choose a Team Leader and a Parent Team, and manage members.
- Reports to — set who each user reports to.
Permissions
Section titled “Permissions”You need System View to see these settings and System Edit to change them.