Sharing Rules

 Setting up Sharing Rules

Partner Communities

 

When working with partner Communities there a few ways to setup sharing. Here we will walk through setting up sharing rules to allow you to share records across mangers within your Partner Accounts.

 

Sharing rolls up the Role Hierarchy and Partner Communities can have up to 3 levels in the Role Hierarchy. While this helps with a basic management setup, it does not allow your managers to share records across the same level in the Hierarchy.

 

In order to share across the hierarchy so your managers can see each others records follow the instructions below:

 

Go to Setup > Security > Sharing Rules


Scroll down to Account Sharing Rules



Click “New”

Enter your Label

The rule Name will auto populate

Rule Type of Based on record owner

Account: owner by members of – Portal Roles and Subordinates – Select one of the Partner Account Manager Roles

Share With – Portal Roles – Select the same partner manager role

Set the access levels as needed for your requirements on each of the items listed in the Access options.


 

Since each partner has their own role Hierarchy in the system you will have to do this for each partner that you need to have records shared across their managers.

 

 

 



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