Zoho CRM Data Sharing Rules

Zoho CRM Data Sharing Rules

Creating Data Sharing Rules

This feature helps you to create rules to provide access or restrict users from viewing your data in various modules.

Availability
Permission Required
Users with the Manage Data Sharing permission can access this feature.

 

To create data sharing rules

  1. Go to Setup > Users & Control > Security Control >Data Sharing Settings.
  2. In the Data Sharing Settings page, click New Sharing Rule for the corresponding module.
  3. In the New Sharing Rule page, do the following:
    • Specify from whom the records are shared.
    • Specify to whom the records are shared.
    • Choose the Access Type from the drop-down list.
    • Select the Superiors Allowed check box to allow data sharing to the superiors.
  4. Click Create Sharing Rule.

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