Page 20 - Getting Started Workbook for Admins

Getting Started Workbook for Admins

To create sharing rules:

1. Go to Setup > Users and Control > Security Control.

2. In the Data Sharing Settings page, click New Sharing Rule under Sharing rules for
any module you want to create a sharing rule.

3. Choose the records shared from, records shared to, and access type. You can
also enable or disable the option to share data with the superiors.

4. Click Create Sharing Rule. The new sharing rule appears in the list.

Profiles Roles Data Sharing Settings Zoho Mail Add-on Users
Sharing Rules
2
Leads: New Sharing Rule
New Sharing Rule
SHARED FROM SHARED TO PERMISSION TYPE SUPERIORS ALLOWED
RS: Manager R: CEO Read/Write/Delete
R: CEO R: Manager Read/Write/Delete
R: CEO R: Head - Marketing Read-only
New Sharing Rule
This page allows you to create sharing rules for the selected module.
3
Records Shared From Rolesoles CEO
R
CEO
Records Shared To Roles Head - Marketing
Roles
Head - Marketing
Access Type Read-only
Read-only
Superiors Allowed
4
Create Sharing Rule Cancel
Create Sharing Rule

Zoho CRM Resources 19