Create Sharing Rules

Some organizations use a model where program managers share ownership of programs. Create sharing rules to let different program managers edit a client's program-related data.

Here are a couple of examples of ways you could set up your program manager sharing rules.

Example: Set Up Program Manager Sharing Rules
If your program managers share ownership of programs, use sharing rules to extend edit permissions to all program managers. It's a good idea to map out which objects program managers need to edit.

Example: Set Up Program Manager Sharing Rules

If your program managers share ownership of programs, use sharing rules to extend edit permissions to all program managers. It's a good idea to map out which objects program managers need to edit.

Object	Rule Label	Owned by	Share with	Access Level
Programs	Edit Programs	Creator	All Program Managers	Read/Write
Program Engagements	Edit Engagements	Creator	All Program Managers	Read/Write
Program Cohorts	Edit Program Cohorts	Creator	All Program Managers	Read/Write
Services	Edit Services	Creator	All Program Managers	Read/Write
Service Deliveries	Edit Service Deliveries	Creator	All Program Managers	Read/Write

Define a Public Group of Program Managers
Before you create sharing rules for program managers, define a public group of program managers.
Create Sharing Rules for Program Managers
Create a rule that shares programs written and owned by any program manager in the org with all program managers.

Define a Public Group of Program Managers

Before you create sharing rules for program managers, define a public group of program managers.

Click , then click Setup.
Enter Public Groups in the Quick Find box, then click Public Groups.
Click New.
In the Label field, enter Program Managers. Rule Name populates automatically.
In the Search dropdown list, choose Users.
Select the Users to add to the Case Manager Public Group and click Add.
Click Save.

Tip As part of your staff onboarding process, be sure to add new staff to the appropriate public groups so that they're assigned the appropriate sharing rules.

Next, define sharing rules for the group.