Access Rights

Records can be shared with each team member and manager giving them view access (permission to edit, export and delete is covered in Permissions).

To share Records:

1. On the Manage Users page, click "Give Users Access to" on the desired user
2. On the right panel, select the Group type to share (Company, People, Deals, Routes, Territories)
   
3.  Select which groups to give access to

Mangers automatically have access to any records shared with members of teams they manage.