2 users can access the record even

Hi all

I have 2 users: sales person and his assistant, they receive the same role as sales. Both have the ability to create a new record and access the other each record.

How to create this type of user and what privilege should pay for them?

Thank you
HP

Hi HP.

You can do this by creating groups. You can add the user to the group, and whenever any user in that group will create a folder; all the other default user will receive full access to the records. You can have more group and another. But a single user can only be added to a group. This grouping will not only allow them to share files, but also allow them to share their calendar by default, so better synchronization while working.

Here are the steps of the creation of the groups

1. go on Admin - Business Administration - activate "Group sharing" feature
2. go on admin - users - group of sharing Public - Management create group
3. create the Group and add users to the Group

Note-
1. the records was created before activation group will not add users to the group to record team
2. the user of the Group should be the owner of the record
3. after activation of the Group feature, if you want to remove the user from any particular record team, you can do. Or if you want to add any user, you can also add to the team of this particular record.

If you find any problem in that, please do not hesitate to ask

All the best

Nisman

Tags: Oracle

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