Records can be shared with each team member and manager giving them view access (permission to edit and delete is covered in Permissions).
To share Records:
- On the Manage Users page, click "Give Users Access to" on the desired user
- On the right panel, select the Group type to share (Company, People, Deals, Routes, Territories)
- Select which groups to give access to
Mangers automatically have access to any records shared with members of teams they manage.
Comments
0 comments
Please sign in to leave a comment.