How can I create data sharing rules?

This feature helps you to create rules to provide access or restrict users from viewing your data in various modules.

To create data sharing rules:

  1. Click Setup > Users & Permissions > Data Sharing Settings.
  2. In the Data Sharing Settings page, click New Sharing Rule for the corresponding module.
  3. 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.
  4. Click Create Sharing Rule.