Configuring organization-wide sharing

This article is part of the Security & Permissions Guide

Organization-wide sharing limits or opens access to record types across your account. There are two settings for each record type to make it private or public.

To change organization-wide sharing for a record type:

  1. Go to System Settings > Permissions.
  2. Select the Organization-Wide Sharing tab.
  3. Click Edit Sharing Settings.
  4. Select the Public... or Private... options next to the record types you'd like to change.
  5. Click Save Sharing Settings.
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