Explaining Sharing Rules in Detail

By default, access in Repbox is set to Public — everyone can see all records. When set to Private, users can only view records assigned to them and records belonging to users below them in the role hierarchy.

Note: Admin users can view all records regardless of sharing rules.

V7 Instructions (Current)

Configuring Organization-Wide Sharing Rules

  1. Click the orange icon (or your profile image) in the top right corner of the screen and select CRM Settings
  2. Under the section User Management, click Sharing Rules
  3. By module, you can select radio buttons to choose which modules are accessible by all users (Public: Read Only, Read/Create/Edit, Read/Create/Edit/Delete, Private).
  4. Click Apply New Sharing Rules to save

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Important: You must click Apply New Sharing Rules for changes to take effect.

Setting Up Custom Sharing Rules

  1. In Sharing Rules, click the Advanced Sharing Rules tab dropdown
  2. Click Add Custom Rule. This allows you to set a separate sharing rule or allowance that overrides the previously selected Sharing Rules.

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  1. Define the rule — select whose records are shared, who gets access, and what privileges are granted
  2. Click Save

Note: Custom sharing rules must be defined per module.

V6 Instructions