Share Cases

Your administrator defines the default sharing model for your entire organization. You can change this model to extend sharing to more users than the default set by your administrator. However, you cannot change the sharing model to make it more restrictive than the default.

Required Editions

View supported editions.
User Permissions Needed
To view cases: Read on cases

To view and manage sharing details, click Sharing on the case detail page. The Sharing Detail page lists the users, groups, roles, and territories that have sharing access to the case. On this page, you can do any of the following:

  • To show a filtered list of items, select a predefined list from the View drop-down list, or click Create New View to define your own custom views.To edit or delete any view you created, select it from the View drop-down list and click Edit.
  • To grant access to the record for other users, groups, roles, or territories, click Add.
    Note
    Note To share a case with another user, that user must have access to the account associated with the case and the “Read” permission on cases.
  • Click Expand List to view all users that have access to the record.
  • For manual sharing rules that you created, click Edit or Del next to an item in the list to edit or delete the access level.

See Also