Data Access Rules

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Connexys is an application for Salesforce CRM software, and hence, we offer several links to Salesforce documentation about Roles and Profiles on this page.

Record-level Security

Record-level security lets you give users access to some object records, but not others. As with most applications, data access begins with a user. The application needs to know who you are before it provides access. For Salesforce, there are different types of users and, sometimes, the level of access is different by type. Instead of reviewing every attribute of every license type, we will focus on those interesting attributes that significantly impact data access. Record ownership and full access are synonymous and interchangeable and provide the user with the highest level of access to a record.
(Source: Salesforce)

Salesforce Documentation

Below we provide links to Salesforce documentation on security.

Types of Data Access

You can manually share account records by adding a user as an account team member or using the Add button after clicking the Sharing button at the top of the page layout.  You can manually share Opportunities by adding a user as a Sales team member or using the Add button after clicking the Sharing button at the top of the page layout. 
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