---
schema_version: "1"
id: 29f79b8c1fc736eedb0ba3021b2743eb60d4eb8b06b1814686a3305306b12dc2
title: Create Owner-Based Sharing Rules
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/security_sharing_rules_owner.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.security_sharing_rules_owner.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0890b7717b18bc85aa655ac30fcb51db3c96005b6b3136067f1b4fde0cd7e616
description: An owner-based sharing rule opens access to records owned by certain users.
products:
  - Security
  - Salesforce Platform
release: "264"
---
# Create Owner-Based Sharing Rules

An owner-based sharing rule opens access to records owned by certain users.

### 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: both Salesforce Classic and Lightning Experience</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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d65516e75">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d65516e75 ">To create sharing rules:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d65516e75 ">Manage Sharing</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 For information on designing your sharing setup to improve performance and speed up sharing changes, see the [Designing Record Access for Enterprise Scale](https://developer.salesforce.com/docs/atlas.en-us.draes.meta/draes/draes_preface.htm) guide.

For example, you want users with the same Sales Rep role to be able to view each other’s account records, but the organization-wide default for Accounts is Private. Create an owner-based sharing rule that shares all account records owned by the Sales Rep role with the same Sales Rep role to open up this visibility.

1. If you plan to include public groups in your sharing rule, confirm that the appropriate groups have been created.
2. From Setup, in the Quick Find box, enter Sharing Settings, then select **Sharing Settings**.
3. In the Sharing Rules related list for the object, click **New**.
4. Enter the label name and rule name. The label name appears on the user interface. The rule name is a unique name used by the API and managed packages.
5. Optionally, enter a description of the sharing rule, up to 1,000 characters.
6. For the rule type, select **Based on record owner**.
7. Specify which users’ records are shared. For owned by members of, select a category from the first dropdown list and a set of users from the second dropdown list or lookup field.
    
    See [Sharing Rule Categories](https://help.salesforce.com/s/articleView?id=platform.security_sharing_data_set_categories.htm&release=264.0.0&type=5 "When you define a sharing rule, you can choose from the following categories in the owned by members of and Share with dropdown lists. Depending on the type of sharing rule and the features enabled for your organization, some categories may not appear.") for information on these categories.
8. Specify the users who get access to the data. For Share with, select a category from the first dropdown list and a set of users from the second dropdown list or lookup field.
    
    ![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 provide record access to external users by selecting the Portal Roles, Portal Roles and Subordinates, or Roles, Internal and Portal Subordinates as a target for the sharing rule category, you get an alert when you save the sharing rule.
9. Select sharing access settings for users. Some access settings aren’t available for some objects or in some situations.
    
    <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="d65516e209">
                  <span id="security_sharing_rules_owner__AccessSetting"><a name="security_sharing_rules_owner__AccessSetting"><!-- --></a>Access Setting</span>
                </th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d65516e215">
                  <span id="security_sharing_rules_owner__Description"><a name="security_sharing_rules_owner__Description"><!-- --></a>Description</span>
                </th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Access Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d65516e209 ">
                  <span id="security_sharing_rules_owner__Private"><a name="security_sharing_rules_owner__Private"><!-- --></a>Private</span>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d65516e215 ">
                  <p>
                    <span id="security_sharing_rules_owner__PrivateDescription"><a name="security_sharing_rules_owner__PrivateDescription"><!-- --></a>Users can’t view or update records, unless access is
                      granted outside of this sharing rule.</span>
                  </p>
                  <p style="margin-bottom:0;">Available only for associated contacts,
                    opportunities, and cases.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Access Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d65516e209 ">
                  <span id="security_sharing_rules_owner__ReadOnly"><a name="security_sharing_rules_owner__ReadOnly"><!-- --></a>Read Only</span>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d65516e215 ">
                  <span id="security_sharing_rules_owner__ReadOnlyDescription"><a name="security_sharing_rules_owner__ReadOnlyDescription"><!-- --></a>Users can view, but not update, records.</span>
                </td>

              </tr>
              <tr class="">
                <td data-label="Access Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d65516e209 ">
                  <span id="security_sharing_rules_owner__ReadWrite"><a name="security_sharing_rules_owner__ReadWrite"><!-- --></a>Read/Write</span>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d65516e215 ">
                  <span id="security_sharing_rules_owner__ReadWriteDescription"><a name="security_sharing_rules_owner__ReadWriteDescription"><!-- --></a>Users can view and update records.</span>
                </td>

              </tr>
              <tr class="">
                <td data-label="Access Setting" class="slds-cell-wrap" style="vertical-align:top;" headers="d65516e209 ">
                  <span id="security_sharing_rules_owner__FullAccess"><a name="security_sharing_rules_owner__FullAccess"><!-- --></a>Full Access</span>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d65516e215 ">
                  <p>
                    <span id="security_sharing_rules_owner__FullAccessDescription"><a name="security_sharing_rules_owner__FullAccessDescription"><!-- --></a>Users in the selected group, role, or territory can
                      view, edit, transfer, delete, and share the record, just like the record’s
                      owner.</span>
                  </p>
                  <p>With a Full Access sharing rule, users can also view, edit, delete, and
                    close activities associated with the record if the org-wide sharing setting for
                    activities is Controlled by Parent.</p>
                  <p style="margin-bottom:0;">Available for campaigns only.</p>
                </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 Contact Access isn’t available when the organization-wide default for contacts is set to Controlled by Parent.
10. Click **Save**.

![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 A sharing rule’s editable fields depend on its type. For owner-based sharing rules, you can edit only the label, rule name, and sharing access level.If you must edit other fields, delete the rule and create a new one.

After updates to sharing rules, sharing rules are recalculated to add or remove access as needed. Depending on the nature of your updates and your org’s setup, these sharing calculations can take a while to complete. If you experience sharing evaluations or timeouts, consider deferring sharing calculations before making large-scale updates, and then restart and recalculate sharing at a later time. For more information, see [Defer Sharing Calculations](https://help.salesforce.com/s/articleView?id=platform.security_sharing_defer_sharing_calculations.htm&release=264.0.0&type=5 "Performing a large number of configuration changes can lead to very long sharing rule evaluations or timeouts. To avoid these issues, a Salesforce admin can suspend sharing calculations, specifically for sharing rules and group membership, then resume calculations during an organization's maintenance period.") in Salesforce Help.

#### See Also

- [Sharing Rule Categories](https://help.salesforce.com/s/articleView?id=platform.security_sharing_data_set_categories.htm&release=264.0.0&type=5 "When you define a sharing rule, you can choose from the following categories in the owned by members of and Share with dropdown lists. Depending on the type of sharing rule and the features enabled for your organization, some categories may not appear.")
- [Sharing Rule Considerations](https://help.salesforce.com/s/articleView?id=platform.security_sharing_rule_considerations.htm&release=264.0.0&type=5 "Review these considerations before using sharing rules.")
- [Create Criteria-Based Sharing Rules](https://help.salesforce.com/s/articleView?id=platform.security_sharing_rules_criteria.htm&release=264.0.0&type=5 "A criteria-based sharing rule determines who to share records with based on field values.")