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Manage Users and Data Access
Sharing Rule Categories

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Sharing Rule Categories

When you define a sharing rule, you can choose from the following categories in the owned by members of and Share with dropdown lists. Depending on the type of sharing rule and the features enabled for your organization, some categories may not appear.

Required Editions

Available in: both Salesforce Classic and Lightning Experience

Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

See Sharing Rule Considerations for more information on availability.
Note
Note You can’t include high-volume Experience Cloud site users in sharing rules because they don’t have roles and can’t be in public groups.
Category Description
Managers Groups All direct and indirect managers of a user.
Manager Subordinates Groups A manager and all direct and indirect reports who he or she manages.
Queues All records owned by the queue, excluding records owned by individual members of the queue. Available only in the owned by members of list.
Public Groups

All public groups defined by your administrator.

If Salesforce Experiences or portals are enabled for your organization, the All Partner Users or All Customer Portal Users group displays. These groups include all partner or customer users, respectively, allowed to access your site or portal, except for high-volume users.
Roles All roles defined for your organization, excluding site and portal roles. This includes all of the users in the specified role.
Portal Roles

All roles defined for your organization’s site or portal. This includes all users in the specified role, except high-volume users.

A site or portal role name includes the name of the account that it’s associated with, except for person accounts, which include the user alias.

Roles and Subordinates Deprecated. Use Roles and Internal Subordinates instead. Previously used for roles defined for your organization. This includes all of the users in the specified role plus all of the users in roles below that role.
Portal Roles and Subordinates

All roles defined for your organization’s site or portal. This includes all of the users in the specified role plus all of the users below that role in the site or portal role hierarchy, except for high-volume users.

A site or portal role name includes the name of the account that it’s associated with, except for person accounts, which include the user alias.
Roles and Internal Subordinates All roles defined for your organization. This includes all of the users in the specified role plus all of the users in roles below that role, excluding site and portal roles.
Roles, Internal and Portal Subordinates All roles defined for your organization. This includes all of the users in the specified role plus all of the users in roles below that role, including site and portal roles. Only available when digital experiences is enabled for your org and Experience Cloud site users are created with external account roles other than a shared person account role.
Territories All territories defined for your organization.
Territories and Subordinates All territories defined for your organization. This includes the specified territory plus all territories below it.
Guest User All unauthenticated users in a site.

See Also

 
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