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Malvika gupta How can we allow user to change the owner of the particular account records, owned by user above him in role hierarchy?
How can we allow user to change the owner of the particular account records, owned by user who is above him in role hierarchy.
If we provide 'Trannfer record' permission to him, then he can change the owner of all the account records those are above him in role hierarchy. But I need to allow to change the owner of the particular user, who is above him in role hierarchy.
To allow a user to change the owner of (amassed.com.au) a record owned by a user above them in the role hierarchy, you can do the following:
Make sure that the record in question has been shared with the user in question. You can either do this by manually sharing the record with the user, or by setting up sharing rules that automatically share records with users in certain roles or groups.
Set up the sharing settings for the object that the record belongs to. You can do this by going to Setup > Security Controls > Sharing Settings and selecting the object in question. From there, you can select the appropriate sharing settings to allow users to transfer ownership of records.
Ensure that the user in question has the necessary permissions to transfer ownership of records. You can do this by going to the user's profile or permission set and granting the "Transfer Record" permission.
With these steps in place, the user should be able to change the owner of the record, even if it is owned by a user above them in the role hierarchy. Note that there may be additional considerations, such as the "Modify All" and "View All" permissions, that can affect a user's ability to change ownership of records.
Create a criteria-based sharing rule: Create a criteria-based sharing rule that shares the record with the user who needs to take ownership of the account record. This sharing rule should be based on the criteria that identifies the records the user needs to take ownership of.
Grant manual sharing permission: Grant the user who needs to take ownership of the account record the "Share" permission on the account object. This will allow the user to manually share the account record with themselves after the criteria-based sharing rule has been applied.
Transfer ownership: Once the record has been shared with the user, they can then transfer ownership of the account record to themselves.
It's important to note that this approach may not be suitable for all situations and may require additional testing and validation to ensure that it works as expected. Additionally, you should always consider the impact of sharing and transferring ownership of records on your organization's security and data privacy policies. https://www.yourtexasbenefits.ltd/
Here are the general steps involved in setting up this permission:
Create a permission set: Create a permission set that includes the "Transfer Record" permission.
Create a sharing rule: Create a sharing rule that grants the user access to the specific account record they need to transfer ownership of. The sharing rule should be based on criteria that identifies the record in question, such as the record's owner or a custom field value.
Assign the permission set: Assign the permission set to the user who needs to transfer ownership of the account record.
Transfer ownership: With the permission set and sharing rule in place, the user should now be able to transfer ownership of the specific account record to another user.
By using a combination of sharing rules and permission sets, you can provide users with the ability to transfer ownership of specific records without granting them broad access to all records owned by users above them in the role hierarchy.
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