Cases solved or faced by the users of a given Role/User can be shared with users of another Role/User with Read Only or Read/Write permission.

To create a sharing rule for cases, or you wish to share the details of your case with another user or role of your organization, then click on “New Rule” button available at right hand corner of each and every module.

Cases new rule option

After clicking a new page appears that facilitate you to create sharing rules for the module you have selected. In this Page-

• Select Records Shared From and Records Shared To
• Choose the Access Type from Read/Write/Delete or Read Only

Cases new rule page








  • Click Save button

Cases new rule page








  • Click Compute Button to save the sharing rule