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Create Sharing Rules Based on Group Membership
For the User object, you can create sharing rules based on group membership.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create sharing rules: | Manage Sharing |
- If you plan to include public groups in your sharing rule, confirm that the appropriate groups have been created.
- From Setup, in the Quick Find box, enter Sharing Settings, then select Sharing Settings.
- In the Sharing Rules related list for the User object, click New.
- Enter the label name and rule name. The label name appears on the user interface. The rule name is a unique name used by the API and managed packages.
- Optionally, enter a description of the sharing rule, up to 1,000 characters.
- For the rule type, select Based on group membership.
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Select which users to be shared. For Users are a member of, select a category from the
first dropdown list and a set of users from the second dropdown list or lookup field.
See Sharing Rule Categories for information on these categories.
- Specify the users who get access to the data. For Share with, select a category from the first dropdown list and a set of users from the second dropdown list or lookup field.
- Select sharing access settings for users.
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Click Save.
Note A sharing rule’s editable fields depend on its type. For sharing rules based on group membership,, you can edit only the label, rule name, and sharing access level. If you must edit other fields, delete the rule and create a new one.
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