Loading
Manage Users and Data Access
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Viewing Which Users Have Access to Your Records in Lightning Experience

            You are here:

            1. Salesforce Help
            2. Docs
            3. Manage Users and Data Access

            Viewing Which Users Have Access to Your Records in Lightning Experience

            When viewing a record, you can view a list of users who have been granted access to the record through sharing. The list includes their access level and an explanation and shows every user who has access that’s greater than the org-wide default settings.

            Required Editions

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

            Some sharing rules specify access to an object and its associated objects. For sharing rules that specify access for associated object records, the given access level applies to that sharing rule only. For example, if an account sharing rule specifies Private as the access level for associated contacts, a user can access associated contacts via other means. These means include org-wide defaults, the Modify All Data or View All Data permission, or the Modify All Records or View All Records permission for contacts.

            1. To display a list of users who have access, click Sharing Hierarchy from the Action Menu on the desired record.
              Note
              Note In editions that support restriction rules, this list can include users who don’t have access due to a restriction rule.
              An account record with the Sharing Hierarchy button highlighted.

              If you don’t see the Sharing Hierarchy option, and you have the right permissions, make sure it’s added to the page layout.

            2. To see the reason the user has or doesn’t have access to the record, click View next to a user’s name. When you click View, all applicable sharing reasons appear. If a restriction rule blocks access to the record, a message is shown to confirm that access is blocked. The possible reasons are.
            ReasonDescription
            Account Guest Sharing Rule The guest user has access via an account guest user sharing rule created by the administrator.
            Account Sharing Rule The user has access via an account sharing rule created by the administrator.
            Account Sharing The user was granted access via the Sharing button on the associated account.
            Account Team The user is a member of the account team.
            Account Territory The account has been assigned to a territory to which the user has access.
            Administrator The user has the “Modify All Data” or “View All Data” administrative permission, or the “Modify All Records” or “View All Records” object permission.
            Asset Guest Sharing Rule The guest user has access via an asset guest user sharing rule created by the administrator.
            Asset Sharing Rule The user has access via an asset sharing rule created by the administrator.
            Associated Guest User Sharing The guest user has sharing access to a record associated with the account. To view which associated records the user owns or has been given sharing access to, click the link.
            Associated Portal User or Role The portal or site user, or any role above the portal or site user's role, has access to the account for which the portal or site user is a contact.
            Associated Record Owner or Sharing The user owns or has sharing access to a contact or contract associated with the account. To view which associated records the user owns or has been given sharing access to, click the link.
            Associated Record Sharing The user is a member of a share group that has access to a contact or contract that's associated with the account owned by high-volume Experience Cloud site users.
            Campaign Guest Sharing Rule The guest user has access via a campaign guest user sharing rule created by the administrator.
            Campaign Sharing Rule The user has access via a campaign sharing rule created by the administrator.
            Case Guest Sharing Rule The guest user has access via a case guest user sharing rule created by the administrator.
            Case Sharing Rule The user has access via a case sharing rule created by the administrator.
            Contact Guest Sharing Rule The guest user has access via a contact guest user sharing rule created by the administrator.
            Contact Sharing Rule The user has access via a contact sharing rule created by the administrator.
            Group Member The user has access via a group, such as a Managers Group or Manager Subordinates Group.
            Individual Guest Sharing Rule The guest user has access via an individual guest user sharing rule created by the administrator.
            Individual Sharing Rule The user has access via an individual sharing rule created by the administrator.
            Lead Guest Sharing Rule The guest user has access via a lead guest user sharing rule created by the administrator.
            Lead Sharing Rule The user has access via a lead sharing rule created by the administrator.
            Manager of Territory Member The user has a subordinate in the role hierarchy who is assigned to the territory with which the account is associated.
            Manual Sharing The user has access that was granted via the Sharing button on the record.
            Manual Territory Sharing The account has been manually assigned to a territory to which the user has access.
            Opportunity Guest Sharing Rule The guest user has access via an opportunity guest user sharing rule created by the administrator.
            Opportunity Sharing Rule The user has access via an opportunity sharing rule created by the administrator.
            Order Guest Sharing Rule The guest user has access via an order guest user sharing rule created by the administrator.
            Order Sharing Rule The user has access via an order sharing rule created by the administrator.
            Owner The user owns the record, or the user is a member of the queue that owns the record or above the queue member in the role hierarchy.
            Portal Share Group The user is a member of a share group that has access to records owned by high-volume Experience Cloud site users.
            Related Portal User The portal or site user is a contact on the case.
            Role Above Owner or Shared User (Portal Only) The user's role is above the role of a portal or site user who has access to the record via ownership or sharing.
            Sales Team The user is a member of the opportunity sales team.
            User Sharing Rule The user has access via a user sharing rule created by the administrator.
            User Guest Sharing Rule The guest user has access via a user guest user sharing rule created by the administrator.
            View All Forecasts Permission The forecasts user has the View All Forecasts permission.

            If multiple sharing reasons give a user access to a record, some sharing reasons can be compressed into a single reason, which shows the most permissive access level, on the Sharing Hierarchy page. These sharing reasons can be compressed.

            • Associated Portal User or Role
            • Associated Record Owner or Sharing
            • Manual Sharing
            • Owner

            See Also

             
            Loading
            Salesforce Help | Article