How to give access to your Records to specific Users?

How to give access to your Records to specific Users?

Need to share your record with your colleagues or teammates? We got you all sorted. Follow the steps below to get started.

Prerequisites 

Any user with admin access.
Product Plans - All
Activities to be completed- None

Step by step Process 

1.) On the default dashboard, click on the CRM settings tab.



2.  Navigate to the User Management section > Profile Permissions.


3. Choose the Custom profile you have created.



4. Turn on the toggle under Product Access.



5.Module and Object Permissions are mainly divided into 3 main categories - Basic Access, Administrative Access and Special Access. 

Basic Access -  User would be able to read, create, delete and create the records only assigned to him.
Administrative Access - User would be able to read, update and Delete all the records present in the system irrespective of the ownership. ( This access is usually provided to the users present higher in the team hierarchy.)
Special Access-   User would be able to have an access to all the productivity tools present in the system.



6. Select the module you would like to configure the permissions for.  For reference - Lead Management. ( Choose the permissions you would like to provide. To simply provide an access of your records choose Read All under the Administrative Access > Save.



Note - 1. There are two system generated profiles - Admin and Restricted.
            2. Permissions for both the profiles have been set by default and can't be altered.
            3. To customize permissions, tenant would need to create a custom profile.

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