Email Module has a special security mechanism, different from the other modules.
Email Sharing can be done either to individual emails, or the user can define a policy for sharing the emails by default.
Email Sharing has the following 3 policies:
- My email conversations on Deals for other users
- My email conversations on Activities for other users
- My email conversations on Contacts for other users
The Sharing permissions are:
- Private (default: when a new user is created)
- All emails associated with the record will be visible to that user only
- Email will be visible to users with whom the user has explicitly shared the email or manually shared the particular email with a user.
- Share with teammates and owner
- All teammates and owners of the record will be able to see the email associated with that particular record.
- Email will not be visible to all the users who see the particular record if they are not followers or owner
- Email will be visible to users with whom the user has explicitly shared the email or manually shared the particular email with a user marking him in CC or To
- Public
- All followers and owners of the record will be able to see the email associated with that particular record.
- Email will be visible to all the users who see the particular deal even if they are not followers or owners.
- Email will be visible to users with whom the user has explicitly shared the email or manually shared the particular email with a user.
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