How to give access to your Records to specific Users with Sharing Rule
With Kylas CRM you have an edge to unite and promote efficiency within your team. Data Sharing rule helps the manager/team lead to automatically share the entities with a specific user/team. Following steps would walk you through the entire procedure.
Prerequisites
Permissions: Any user with permission to create sharing rules.
Product Plans: All
Activities to be Completed: None
Step By Step Process
1) Navigate to the User Management section on the left panel of the dashboard and click on Data Sharing option under it.
2. Click on Add button on top right corner of the page. Once done it will pop up the create sharing rule page
3. Enter the Name and description related to the data shared. Choose the record owner and and team/user to whom the data should be shared. You can share the data on various entities available ( Contact , Lead , Task and Deal.)
4. Once you are done with selecting the appropriate fields as per step 3, Access and permissions would help you grant the permissions to user/ teams via toggle buttons.
5. Click on the Save button once done, system will create a new sharing rule.
Video Tutorial
Note - If multiple rules are set for a specific user, the user will obtain the rights (Update, View, Share) from all the rules, combined.
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