---
schema_version: "1"
id: e02a85b4bd7e34e1669f8a1954d008bff3c6719554b419b2db6d780daac7244f
title: Grant Access to Records with Manual Sharing in Salesforce Classic
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/granting_access_to_records_classic.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.granting_access_to_records_classic.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ecef956ac49611cb4c433428d5acecfb2503ee45ffa43ef43a81bcc22bd2de3b
description: Use manual sharing to give specific other users access to an individual record.
products:
  - Security
  - Salesforce Platform
release: "264"
---
# Grant Access to Records with Manual Sharing in Salesforce Classic

Use manual sharing to give specific other users access to an individual record.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

For example, the owner of a record wants to share a single case record with a coworker, because that coworker has experience resolving similar issues. The record owner creates a manual share that opens up access to only the one case record for their coworker (and users above the coworker in the role hierarchy). In this scenario, creating a manual share is easier and more secure than a sharing rule.

1. Click **Sharing** on the record you want to share.
    
    ![An account record with the Sharing button highlighted.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-access-264-0-0-production-enus/a92be132-3cbc-412a-9262-130636120c14/access/images/sharing_classic.png)
2. Click **Add**.
3. From the Search dropdown list, select the type of group, user, role, or territory to add.
    
    Depending on the data in your org, your options can include:<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d13076e115">Type</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d13076e117">Description</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d13076e115 ">Managers Groups</td>
                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13076e117 ">All direct and indirect managers of a user.</td>
              </tr>
              <tr class="">
                <td data-label="Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d13076e115 ">Manager Subordinates Groups</td>
                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13076e117 ">Managers and all the direct and indirect reports they manage.</td>
              </tr>
              <tr class="">
                <td data-label="Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d13076e115 ">Public Groups</td>
                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13076e117 ">All public groups defined by your administrator.</td>
              </tr>
              <tr class="">
                <td data-label="Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d13076e115 ">Personal Groups</td>
                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13076e117 ">All personal groups defined by the record owner. Only record owners can
                  share with their personal groups.</td>
              </tr>
              <tr class="">
                <td data-label="Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d13076e115 ">Users</td>
                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13076e117 ">All users in your org. Doesn’t include portal users.</td>
              </tr>
              <tr class="">
                <td data-label="Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d13076e115 ">Roles</td>
                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13076e117 ">All roles defined for your org, including all users in each role.</td>
              </tr>
              <tr class="">
                <td data-label="Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d13076e115 ">Roles and Subordinates</td>
                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13076e117 ">
                  <p>Deprecated. Use Roles and Internal Subordinates instead. Previously used for users in the
                    role plus all users in roles below that role in the hierarchy.</p>
                  <p style="margin-bottom:0;">In Salesforce
                    orgs created before February 8, 2024 that enabled digital experiences before
                    Winter ’26, manual shares accessible to Roles and Subordinates were
                    automatically converted to be shared with Roles, Internal and Portal
                    Subordinates. To secure external users’ access, remove Roles, Internal, and
                    Portal Subordinates from the Share With list of your manual shares. Add Roles
                    and Internal Subordinates instead.</p>
                </td>
              </tr>
              <tr class="">
                <td data-label="Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d13076e115 ">Roles and Internal Subordinates</td>
                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13076e117 ">All roles defined for your org. Includes all users in the specified role and all users in
                  roles below that role. Doesn’t include partner portal and Customer Portal
                  roles.</td>
              </tr>
              <tr class="">
                <td data-label="Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d13076e115 ">Roles, Internal and Portal Subordinates</td>
                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13076e117 ">Adds a role and its subordinate roles. Includes all users in that role plus all users in
                  roles below that role. Only available when digital experiences is enabled for
                  your org and Experience Cloud site users are created with external account roles
                  other than a shared person account role. Includes site and portal users.</td>
              </tr>
              <tr class="">
                <td data-label="Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d13076e115 ">Territories</td>
                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13076e117 ">For organizations that use territory management, all territories defined
                  for your org, including all users in each territory. Only the territories in the
                  active territory model are available. </td>
              </tr>
              <tr class="">
                <td data-label="Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d13076e115 ">Territories and Subordinates</td>
                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d13076e117 ">For orgs that use territory management, all users in the territory plus the
                  users below that territory. Only the territories in the active territory model
                  are available. </td>
              </tr>
            </tbody>
          </table>
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-access-264-0-0-production-enus/a92be132-3cbc-412a-9262-130636120c14/images/icon_note.png)
    
    Note With more than 2,000 users, roles, and groups, if your query doesn’t match any items in a particular category, that category doesn’t show up in the Search dropdown menu. For example, if none of your group names contain the string CEO, after searching for CEO, the Groups option no longer appears in the dropdown. If you enter a new search term, all categories are still searched even if they don’t appear in the list. You can repopulate the dropdown by clearing your search terms and pressing **Find**.
4. Choose the specific groups, users, roles, or territories whom you want to give access by adding their names to the Share With list. Use the **Add** and **Remove** arrows to move the items from the Available list to the Share With list.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-access-264-0-0-production-enus/a92be132-3cbc-412a-9262-130636120c14/images/icon_note.png)
    
    Note You can't grant access to unauthenticated guest users with manual sharing.
5. Choose the access level for the record you’re sharing and any associated records that you own.
    
     
    | Access Level | Description |
    | --- | --- |
    | Full Access | User can view, edit, delete, and transfer the record. User can also extend sharing access to other users. But the user can’t grant Full Access to other users. |
    | Read/Write | User can view and edit the record, and add associated records, notes, and attachments to it. |
    | Read Only | User can view the record, and add associated records to it. They can’t edit the record or add notes or attachments. |
    | Private | User can’t access the record in any way. |
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-access-264-0-0-production-enus/a92be132-3cbc-412a-9262-130636120c14/images/icon_note.png)
    
    Note
    
    - If you’re sharing an opportunity, contact, or case, the users you share it with must have at least Read access to the associated parent account via sharing features or you must have the ability to also share the account. You have the ability to share the account if you are the account owner, are a Salesforce admin, are above the account owner in the role hierarchy, and or have the Modify All Records permission on Account. If you have the ability to share the account itself, the users you share the opportunity, contact, or case with are automatically given Read access to the parent account.
    - If you’re sharing an account, the access level for its child opportunities, cases, and contacts can’t be greater than the account owner’s default access from organization-wide defaults and the owner’s role. You can only grant a greater level of access if you’re a Salesforce admin, have the Modify All Records permission on Account, or have the Modify All Data user permission.
    - Contact Access isn’t available when the org-wide default for contacts is set to Controlled by Parent.
6. Select the reason you’re sharing the record so users and administrators can understand.
7. Save your changes.

#### See Also

- [Manual Sharing Considerations](https://help.salesforce.com/s/articleView?id=platform.manual_sharing_considerations_lex.htm&release=264.0.0&type=5 "When you grant access to records with manual sharing, there are some considerations to keep in mind.")
- [Grant Access to Records with Manual Sharing in Lightning Experience](https://help.salesforce.com/s/articleView?id=platform.granting_access_to_records_lex.htm&release=264.0.0&type=5 "Give specific users access to an individual record with manual sharing.")