Configure data sharing rules

Configure data sharing rules

To configure data sharing rules:
  1. Click the Data sharing option in the Users page.

  2. The list of existing data sharing rules will be displayed.
    If no data sharing rule exists:
    1. Click on the Add rule button.The share actions tab will appear.

    2. Enter the rule name, modules, records shared, and level of access. Click Save.

    3. The new data sharing rule will be reflected in the Data sharing page.


    To configure an existing rule:
    1. Click on the rule. The Share actions tab will appear.

    2. Configure the rule name, modules, records shared, and level of access. Click Save.


    To add a new data sharing rule:
    1. Click New sharing rule in the top-right corner. The Share actions tab will appear.

    2. Enter the rule name, modules, records shared, and level of access. Click Save.

    3. The new data sharing rule will be reflected in the Data sharing page.

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