Method:Classic General Q&A

Re: Shared Users Permissions

Method_Phuong — Tue, 06 Jun 2017 21:00:47 GMT

Hi Blake,

By default all users have records set to be "shared". If you prefer to have each user see their own assigned records, go to the "Customize" tab > Users > select a user on the list > "Edit" > go to steps 7 of 10 and instead of "Shares all Records", uncheck that option and define if you'd like this user to share any records with an(other).

Try it out!

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Re: Shared Users Permissions

Blake C — Mon, 05 Jun 2017 19:48:04 GMT

I looked at my user's shared record permissions and it was set to share all records so i unchecked that and now the 'shared user' filter seems to be working correctly.

Re: Shared Users Permissions

Blake C — Mon, 05 Jun 2017 18:10:59 GMT

Anything thoughts on addressing this?

It sure seems weird that the shared users grid filter would display records to other non-admin users (sales reps) that are assigned to my admin sales rep account.

Shared Users Permissions

Blake C — Sun, 04 Jun 2017 19:12:38 GMT

I have admin access for my company account but I am also a Sales Rep with a few customers assigned to me. For some reason, the other sales reps see my customers/orders/etc in various grids even though the filter is set to 'Shared Users - Sales Rep Record Id'. Is there something special about my access that makes this filter not work as intended?