Collaboration is essential in a team. Zoho Workerly provides different levels of data sharing, one being the record-level sharing where users can share Jobs and Contacts with other users in the organization. The record-level sharing is just an extension to the already existing sharing rule applied to a record.
You can share individual records or select bulk records from the list view and share. There are two ways to share records:
Profile Permission Required: Users with the Record Level Sharing permission in the profile.
Record-level sharing is applicable only for contacts and jobs. You need to have the record-level sharing (Share) permission enabled in your profile to share the record.
The records can be shared with other active and confirmed users in your organization who are your subordinates in the role hierarchy. For the users to access the shared records, they need to have the permission to access the corresponding module in their profile.
To share contacts
To share jobs
Note
Based on Data Sharing Rules | Based on Record Sharing | Final Access for the Record |
Read-Only Access | Read Write Access | Read Write Access |
Read Write Access | Read Only Access | Read Write Access |
If you have shared a record to users there is also an option to revoke complete sharing if needed. On revoking, the access permissions given using record-level sharing feature will be removed.
To revoke record-level sharing
Administrators can always share records with others. For other profile users, the administrator can enable the permission in their profile.
To enable permission to share records
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