There’s a number of ways you can manage groups and profiles
within the CRM
a. Go to Setup > Security Control > Profiles
b. Click the +New Profile
c. In the Create New Profile page
i. Enter
a name for the profile
ii. Click
the +New Profile and choose a profile to clone
iii. Add
a description
iv. Click
on Create
d. Within the profile you can select or deselect access
and/or nominate actions allowed for profile
i. View
ii. Create
iii. Edit
iv. Delete
v. Share
2. Manage Roles
a. Users with a CEO role have access to all records
b. Managers cannot view or edit subordinate’s records
unless they have read/write permissions
c. Users at a higher level in the hierarchy can view other
Users data below their hierarchy
d. Users of the same role cannot view each other’s data
e. Using the Share Data with Peers option you can enable
sharing of data among Users of the same role
3. Data Sharing
a. By default, all Modules have a Private option
b. If permission is Public Read/Write/Delete everyone can
access and update all the Users data
c. Is set to Read Only, everyone can only view other Users
records
d. If set to Private, Role Hierarchy and Sharing Rules can
be applied