Admin Manual / Record Sharing / Sharing Role
Sharing Role

Use Sharing Role to assign a group of users for the records sharing and specify the reasons to share. Sharing Role is not the same as User Role. It is simply used to describe the role of the users that you want to share the records with. For example, you can name it Customer Service, Sale Co, etc.

  1. Click Sharing Role – Manage sharing role items to navaigate to Sharing Role screen.

  1. On Sharing Role screen, click Create Sharing Role.

  1. Enter the Sharing Role Name to describe the reasons to share.
  2. Click Save.

Last modified on Apr 09, 2018