Global Data Sharing Policies Follow

At times you might want to restrict access to your records from other users. Now is the time we can introduce you to the concept of Global data-sharing policy.

The global data-sharing policy allows you to limit or restrict access based on ownership of your records.

By default, the access rights of all the records are set to Public Read/Write. This means that all your users have access to each other's records and can make modifications under the same.

To proceed to Global Data Sharing Policies,

• Navigate to the Profile Icon on the top corner
• Click on Set Up
• Head over to the Users & Security category
• Click on Global Data Sharing Policies.

• Here, you can set an accessibility for the User to allow or restrict the rights to access the different modules.
•  You can provide the following types of access levels to a user in Salesmate:
  • Private: Only the record owner and his/her superior can view the record.
  • Public Read Only: Users can view others' records but cannot modify and delete the records.
  • Public Read/Write: Other users can view, modify, and delete the records.