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          Share Assessment Records with Quality Analysts

          Share Assessment Records with Quality Analysts

          Configure sharing rules and organization-wide defaults to grant quality analysts read and write access to interaction assessment records.

          Required Editions

          Supported Editions for Workforce Engagement Management
          User Permissions Needed
          To manage data sharing structures: Quality Manager
          1. From Setup, in the Quick Find box, enter Sharing Settings.
          2. Create a sharing rule for Assessment to share records with a Public Group or Role of Quality Analysts. Provide these details:
            • Rule Name Label: AssessmentNewRule
            • Rule Name: CallSharingNewRule
            • Select records to be shared: Voice call owned by owners: Roles, APAC_REP_ROLE
            • Select the users to share with: Share with: Roles, APAC_QA_ROLE (This is the role associated with the quality analyst for the rep team)
            • Select the level of access for the users: Access level: Read/Write Only
          3. Save your settings.
            Note
            Note Set Org-wide sharing default for AssessmentQuestionResponse Default Internal Access and Default External Access as Controlled by Parent.
           
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          Salesforce Help | Article