How to set data sharing rules in Kylas?
Kylas CRM provides its users with the option to collaborate on leads, contacts, deals, and tasks. Using the Sharing Rules feature in Kylas CRM, a team lead/manager can set rules to automatically share the entities created by him with a specific user/team. This article covers the steps to be followed for creating rules for sharing leads, contacts, etc. between users.
Prerequisites
- Permissions: Any user with permission to create sharing rules.
- Product Plans: All
- Activities to be Completed: None
Steps
Step 1
Click on the 'Data Sharing' option under the 'Users Management' tab on the Admin dashboard. This will lead to the Share Rule Management page.
Step 2
Click on the 'Add' button on the top right corner of the page. This will open the 'Create Sharing Rule' Form.
Step 3
Select the record owner, team/user to whom the entity details will be shared and the entity type from the respective drop-down menus.
Step 4
After step 3, select the permissions to be granted to the user/team by clicking on the toggle buttons under the permission names.
Step 5
After step 4, click on the 'Save' button on the bottom right corner of the form. Now the rule will be saved.
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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