Organisation-Wide Defaults, Sharing Rules & Profiles define how records are accessed and shared across user groups in the My Supports Salesforce environment.
ACCESSING SHARING SETTINGS
Sharing Settings can be accessed via the Setup Menu. Here you will find Organisation-Wide Defaults and Sharing Rules for each data object.
SHARING CONSIDERATIONS
Organisation-Wide Defaults (OWD) define the base level of access for a record in Salesforce. The most common access levels:
Private - means the record cannot be seen by users other than the
Ownerunless Sharing Rules are applied.Public Read/Write - means the record can be accessed and edited by all users with
Profilepermissions to the object.Public Read Only - means the record can be accessed by all users with
Profilepermissions to the object.Controlled by Parent - means record sharing is governed by the parent record via a
Master-Detailrelationship.Grant Access Using Hierarchies - means the record will be shared via the
Role Hierarchy.
Profiles define who has access to an object and govern read/write access before sharing rules are applied.
View AllandModify Allaccess to an object will give a user access to all records from that object regardless of Sharing Rules.
Roles are assigned to
Usersto define the area that they have access to in the data and to define where the user sits in the access hierarchy.The role access hierarchy will allow users who sit higher in the hierarchy to see data created by their subordinates.
Public Groups are assigned multiple
Rolesand are used in theSharing Rulesto define data access. By usingPublic GroupsinSharing Rules, we allowRolesto be inherited automatically into sharing and we allow individual users to be assigned to thePublic Groupif individualised sharing is required.
SHARING SUMMARY
OBJECT | OWD | PROFILE | SHARING RULE |
|---|---|---|---|
Account | PUBLIC READ/WRITE | ||
Contact | PRIVATE | Shared based on Public Group in parent regions (NSW NORTH, NSW SOUTH, SA, VIC WA EAST, WA NORTH, WA SOUTH). | |
Work Order | PRIVATE | Shared based on Public Group in parent regions (NSW NORTH, NSW SOUTH, SA, VIC WA EAST, WA NORTH, WA SOUTH). | |
Opportunity | PUBLIC READ ONLY | ||
Service Agreement | PUBLIC READ/WRITE | ||
Agreement Item | PUBLIC READ/WRITE | ||
Service Appointment | PRIVATE | Shared based on Public Group in parent regions (NSW NORTH, NSW SOUTH, SA, VIC WA EAST, WA NORTH, WA SOUTH). | |
Person Note | PRIVATE | Shared based on Public Group in parent regions (NSW NORTH, NSW SOUTH, SA, VIC WA EAST, WA NORTH, WA SOUTH). | |
Document | PRIVATE | ||
Document Type | PUBLIC READ/WRITE | ||
Plan | CONTROLLED BY PARENT | READ ONLY EXCEPT FINANCE | |
Service Booking | CONTROLLED BY PARENT | READ ONLY EXCEPT FINANCE | |
Booking Item | CONTROLLED BY PARENT | READ ONLY EXCEPT FINANCE | |
Support Item | PUBLIC READ/WRITE | READ ONLY EXCEPT FINANCE | |
Time Sheet | PRIVATE | ||
Time Sheet Entry | CONTROLLED BY PARENT | CREATE ONLY EXCEPT FINANCE | |
Invoice | PUBLIC READ/WRITE | CREATE ONLY EXCEPT FINANCE | |
Invoice Line Item | PUBLIC READ/WRITE | CREATE ONLY EXCEPT FINANCE | |
Goal | PUBLIC READ/WRITE | PUBLIC READ/WRITE | |
Product | PUBLIC READ/WRITE | READ ONLY EXCEPT FINANCE | |
Price Book | PUBLIC READ/WRITE | READ ONLY EXCEPT FINANCE |