User Share View
Introduction
The Admin Portal’s User Share View tool displays why object-specific records are shared with the user
The tool displays the reason a record is shared:
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Global Pricebook: This record is shared because it is a global pricebook
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Manual: This record is set to share with the user manually
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Owner: This record was created by the user
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Rule: This record is shared through sharing rule
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Sync Assignment: This record is shared through sync assignment
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Pricebook Assignment: This record is shared because the user was assigned this pricebook
User Share View enables system administrators to:
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View what is shared with a user.
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Understand why it is shared with that user.
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Compare what is shared with that user and one or more other users.
Prerequisites
To use the Admin Portal’s User Share View, you need to:
| Have these user licenses | Have these permissions | Complete these tasks and review these topics before continuing |
|---|---|---|
System administrator users need:
|
Step-by-Step Guide
View Shared User Information
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Go to https://admin.fieldfx.com, then select User Share View.
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Click User Share.
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Make the following entries:
Field Action User
Select a user to view.
Enter text to filter the user search.
SObjects
Select an object to display.
Search for Record
(optional)Enter a record to search.
Leave the Search for Record blank to display all records in the object the user has access to.
Figure 1. Use the filters to select a particular user, object, and record -
Click Search.
Results are limited to 200 records.
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A table of records displays showing record IDs and the reason the user has access to the record.
If the user has permission to View All for the object, the table shows records the user would see if they did not have the View All permission.
Click a record ID to display the record in Back Office.
Figure 2. The table lists records shared with a user, assuming they do not have View All permissions