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Sharing setting issue
Hi,
i have an issue with my sharing setthing.
Background:
You can see my roles settings :
I have a B2B France Agent who created an Account A and a Contact C so far no problem.
But here my ORGANIZATION IDE SHARING :
Account is Private and Contact is Controlled by Parent;
Now my B2B China Agent have to work with the same contact (because each team are not seeling the same kind of product.)
The strange fact is that my B2B China agent is able to see the Conctact C created by the B2B France Agent. It's look svery weird because the setting is set as "Private".
Now i'm looking for the best way to allow my B2B China Agent to work with the same contact but these agent can't see the opportunity or work of each other .
Sincerely,
Antony
Hi,
Yes you will create sharing rules (2 types) on object wise if you want to restrict or access data.
All Answers
Hi Antony,
I think you go to Criteria based sharing rules on opportunity role wise, user wise or territory wise
you can restrict or access data you have to write up to 300 sharing rules(includes 50 criteria based) on single
object.
Thank you
Do you mean that i need to create an "Opportunity Sharing Rule" ?
Hi,
Yes you will create sharing rules (2 types) on object wise if you want to restrict or access data.
Hi,
Got it thanks.
But i still asking myself why they can see each others contact because i didn't set any rules and by default it's private.
Sincerely,
Antony
Hi,
It's working with the rules , thanks a lot.
But as i said before, i don't understand why the user can access to each others contact at the begining because it was on "private" mode.
Sincerely,
Antony