Sharing Rules: The Fundamentals

Create and manage sharing rules as described in the following sections:

• What is a Sharing Rule?
• Configure a Sharing Rule
• Delete a Sharing Rule

What is a Sharing Rule?

Sharing rules are a way to control the flow of data between users or queues. This conbe done with a combination of Data Access Roles or can be based on Record level rules.

Configure a Sharing Rule

Create a Sharing Rule:

1. From Access Control dropdown select Sharing Rules.
2. Select + Add New from the Sharing Rules table header.
3. Fill in the required information.
4. Rule Type dropdown.

   Rule Type	Description
   Record	Select the user you wish to assign to the queue. If they are not present you may add a user by clicking + Add New Item in the dropdown.
   Data Access Role	This is a check box which signifies the members status in the queue.

5. Share with Type dropdown.

   Share Type	Description
   User	Select the user you wish to assign to the queue. If they are not present you may add a user by clicking + Add New Item in the dropdown.
   Queue	This is a check box which signifies the members status in the queue.

6. Click Save to save your configurations.

Edit a Sharing Rule:

1. From the Sharing Rule list view select the edit pencil on the right hand side of the Sharing Rule you wish to configure.
2. Make your edits.
3. Click Save to save your configurations.

Delete a Sharing Rule

To delete a Sharing Rule:

1. Open settings from the User menu.
2. Select Sharing Rules from the Access Control menu.
3. Search the Sharing Rule in the list that you want to delete.
4. Click the delete button. To see the delete button, you must have Delete options on the object in one of the permission sets assigned to your user role.