Conga Product Documentation

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Creating User Sharing Rules

You can create sharing rules for internal users based on specific fields, like Region, to control access to records. This task helps you define criteria-based rules to manage user access within the organization effectively.
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.