To share shifts with external users, define shift sharing rules. For example,
contractors are external users with whom a service territory manager shares shifts for approval.
To share shifts, use the contractors public group and then select the roles in that group to whom
you want to grant access.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
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From Setup, in the Quick Find box, enter Sharing Settings, and then
select Sharing Settings.
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Under Sharing Rules, for Shift Sharing Rules, click New.
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For the sharing rule, enter a label.
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Under Step 3: Select which records to be shared, for the Shift: owned by members of
dropdown list, select Public Groups, and then select a public group.
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Under Step 4: Select the users to share with, from the Shared with dropdown list, select
Roles, and then select a role.
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Under Step 5: Select the level of access for the users, from the Access Level dropdown
list, select Read/Write.
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Save your changes.
