Conga Product Documentation

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To create the user of a sharing rule

Perform the following steps to create the user of a sharing rule:

Note:

You must use the Region field to create sharing rules for users.

  1. Go to Setup in the Quick Find box, search and select the Sharing Settings.
  2. Go to the User Sharing Rules section and click New.
  3. In Step 1, enter the Label for the rule name.
  4. In Step 2, select Guest user access, based on criteria option.
  5. Select the respective Field, Operator, and Value to set the criteria. For example, Field: Region, Operator: equals, Value: North Region.
  6. Click Save.