One or more users can access a record (contract, quote, and so on) based on user roles and permissions. Sometimes, users would like to share the record with other users in their organization. For example, a sales manager or legal person may want to share a specific record with one or more users, so that the other users can access the record and business continuity is ensured.
This section explains how to share records with other users.
Prerequisite
Administrator has:
Configured share permission and the Modify All attribute in object permission as true for the user sharing the record. For more information, see Creating Permission Groups.
Configured Read and Update permission for the object as true for the user receiving the record, For more information, see Managing Roles and Permission Groups.
To share a record with other users
Click the App Launcher icon () and select Contracts Apps.
Select a contract record and click the Share button at the top of the page. This raises the Share with users and groups window displaying the logged-in user details.
Search and select a specific user from the Add users and groups text box.
The user with whom the record is shared has only viewing permission. To edit the shared record, change from Viewer to Editor.
Click Send. The user is added with the Viewer permission.
Click Done. The user with whom the record is shared can view the record.
