Data Access
The settings that determine the default level of data access for different types of information are referred to as "organization-wide defaults." They include:
- Private - Users can access (view and edit) their information and that of those below them in the role hierarchy.
- Public Read Only - Users can view all data, but can edit only their own information and that of those below them in the role hierarchy.
- Public Read Write - Users can view and edit all data.
Note: For smaller organizations, we recommend granting at least Public Read Only access to create a collaborative working environment. For example:
- To allow all users to see everyone's Accounts, but not everyone's Opportunities, set access for Account records to Public Read Only and for Opportunities records to Private.
- To allow the operations team to calculate commissions, they need to see Opportunities. However, you don't want them to edit the Opportunities. To allow read-only access, set Opportunities records to Public Read Only.
- To set up organization-wide defaults, go to Administration Setup --> Security Controls --> Sharing Settings.
- For step-by-step instructions, see the " Setting Your Organization Wide Default Sharing Model" online Help topic
- See also the Administrator Fundamentals - Organization-Wide Defaults training segment.
