Manually share a record with another User or a Partner User

Date de publication: Oct 13, 2022

Description

This article covers sharing a record with a user

Résolution

Click Sharing on the record you want to share.
Click Add.
From the drop-down list, select the type of group, user, role, or territory to add.
Choose the specific groups, users, roles, or territories requiring access by adding the names to the New Sharing list.
Choose the access level for the record you are sharing and any associated records that you own. For example, if you are sharing an account, specify the level of access the selected user should have to the associated contact, opportunity, and case records you own.
When sharing a forecast, select Submit Allowed to enable the user, group, or role to submit the forecast.
Select the reason for the share to allow users and administrators to understand the source of the sharing. For more information on sharing reasons, see Creating Apex Sharing Reasons.
Click Save.

Notes:

See Also: Granting Access to Records with Manual Sharing
You can’t share a record with another user unless that user has 'Read' permission on the target object.
You can't share a record if the owner is inactive.

More about Sharing Records: Accounts, Opportunities, Cases, Leads

Numéro d’article de la base de connaissances

000384398

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