User Manual / Managing Record / Share Record
Share Record

Follow the steps below to share your own records to other users. 

  1. Find the record you want to share.
  2. Click on hyperlink record or  icon, then select view. 
  3. You will be directed to View Record screen.
  4. Click Sharing.

Note: User access to the record will be limited by share level, which is assigned by the record owner. Sharing option is only available for the record owner and any user that has been granted full access to the record.

 5. On Sharing pop-up window, click Share To.

 6. Share To pop-up window will appear. You must provide the following information.

  • Share To: Click on icon to search for a user name you want to share the record with. 
  • Share Level: Select access level for the user. Those permissions could be Read Only, Read/Edit, or Full Access. With Full Access, user will be able to read, edit, delete and share the record
  • Share Role: Select the type of sharing such as workflow sharing or customer support sharing. Share role can be added by your system administrator and it varies depending on the operation of each system. 

 7. Click Save.

Last modified on Apr 11, 2018