What should be done to provide managers access to records of which - ProProfs Discuss
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What should be done to provide managers access to records of which they are not the owner in a private sharing model?



A. Create a Manager Permission set and select the “View All Data” option
B. Create a Manager profile and select the “View My Teams Data” option.
C. Define a Role Hierarchy and use the Grant Access Using Hierarchies option
D. Set the Manger field for each User Record on the Manager’s team.

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Asked by Theokenny, Last updated: Jul 09, 2020

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3 Answers

brookgong

Brookgong

Answered May 19, 2020

A. Create a Manager Permission set and select the “View All Data” option.

 

agnnish

Agnnish

Answered Nov 27, 2019

Option C is also valid for record visibility using hierarchies.

 

theokenny

Theokenny

Answered Mar 06, 2018

Create a Manager Permission set and select the “View All Data” option
 

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