Sharing
Share one record, not the whole list.
Give a person, a team or a role access beyond the ownership rules.
One record, one person.
Read access or edit access, given from the record itself.
Manage access · Tidewell renewal
Dana WhitfieldOwnerOwner
Lena OrtizPersonRead access
SalesTeamEdit access
The owner's team already sees it.
The owner, their management chain and anyone a rule reaches need no share.
Who has access · Tidewell renewal
Dana WhitfieldThe ownerOwner
Omar HaddadThe owner's managerManagement chain
Rafael CostaSales teamFrom a sharing rule
Lena OrtizGiven by handRead access
Rules for whole groups.
Share by owner or by what a record says. A restriction rule takes access away again.
Settings · Sharing
Deals owned by SalesOwner-based rule · Accounts can readGrants
Deals over USD 50,000.00Criteria-based rule · Owners can editGrants
Deals marked confidentialRestriction rule · SubtractsRestricts
Test any record.
Pick a person and a record: the answer names what grants access, or says nothing does.
Test a specific record
Mei Tan · Tidewell renewal
This member can see this recordBecause: An owner-based sharing rule grants them read access
Share what the work needs.
Start free and give the first colleague read access.