As part of your data management setup, configure the access that your users have to records that they don’t own through organization-wide defaults, the role hierarchy, sharing rules, manual sharing, and other features. Sharing settings respect the object permissions that you configure for your users using permission sets.
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Learn About Data Security
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Plan Your Access Control Setup |
Set Baseline Record Access with Organization-Wide Defaults Organization-Wide Sharing Defaults |
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Extend Record Access Vertically with the Role Hierarchy |
Configure Public Groups and Queues for Record Access |
Grant Additional Record Access with Sharing Rules |
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Share Individual Records with Manual Sharing |
Give Site Users Access with Sharing Sets and Share Groups Create a Sharing Set for Experience Cloud Site Users Use Share Groups to Share Records Owned by High-Volume Experience Cloud Site Users |
Manage Users’ Record Access Viewing Which Users Have Access to Your Records in Lightning Experience |
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Filter Record Access Using Restriction Rules |
Use Scoping Rules So Users Can Focus on Specified Records |
Troubleshoot Access Control Issues Troubleshoot Object and Record Access Issues Troubleshoot Feature Access Issues |
