CaseCloud Help

Using Access Control & Sharing Action

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Access Control & Sharing action provides visibility into the sharing of the record to various users within your organization, provides quick ability to add additional users or public groups to access the record, and view all applicable related access control for the object of the record, with the ability to prioritize the order of the access control application.

Expand or collapse content 1 - Sharing Hierarchy

The sharing hierarchy section allows you to view a list of users who have access to the current record. You can view the detailed access hierarchy for the user using this view.

  1. User - Shows the name of the user who has been given access to the current record.
  2. Access Level - Displays the user's access level for the current record.
  3. User Access Details - View the details of the access given to the user for the current record.
  4. Search users who have access to the current record.

The Sharing Hierarchy list shows a maximum of 75 users who have access to the current record. If a user is not visible here, you can search for them using the search control.

Expand or collapse content 2 - Sharing

The sharing section allows you to view a list of users and public groups who have access to the current record. You can view, add, or change the access level for the user or public group using this view.

  1. Name - Shows the name of the user or public group who has access to the current record.
  2. Type - Shows whether the specified entity is a user or a public group.
  3. Reason - Shows the reason with which a user or a public group has been given access to the current record.
  4. Access Level - Allows viewing or changing the access level of the user or public group for the current record.
  5. Remove the user's or the public group's access for the current record.
  6. Search within the list of users and public groups who have access to the current record.
  7. View Sharing Hierarchy navigates the user to the standard sharing hierarchy view of Salesforce for the current record.
  8. Quick Add section that allows adding a user or a public group with a specified access level to the current record.
Expand or collapse content 3 - Access Control

The Access Control section allows you to view a list of all the access control associated with the current record. You can view and change the order of prioritization for any access control associated with the object using this view.

  1. Change the Order of the access control associated with the object of the current record. (Users can move using the Up and Down actions)
  2. Name - View the name of the access control.
  3. Description - View the description of the access control.
  4. Active - Indicates whether the access control is active.
  5. New - Action allows users to create a new access control for the object.
  6. The drop-down menu allows access to Show Inactive Access Controls. 

How do we add Access Control & Sharing action to any object within my organization?

The Access Control & Sharing action can be added to any standard or custom object within an organization. The process involves two steps:

Expand or collapse content 1. Create a New Action
  1. Go to Salesforce Setup | Object Manager.
  2. Search for your object using the quick find control.
  3. Click on the object name to go to the details of the object.
  4. Select Buttons, Links, and Actions from the sidebar.
  5. Click the New Action button to create a new custom action for the object.
  6. Provide the following new action information:
    • Object Name - should already be selected for your object.
    • Action Type - should be set to Lightning Web Component.
    • Lightning Web Component - should be set to ethicalWallAndSharing.
    • Subtype - should already be set to Screen Action.
    • Standard Label Type - should be left empty.
    • Label - should be set to Access Control & Sharing.
    • Name - should be auto-filled from the provided label above.
    • Description - can be left empty.
  7. Click Save.
Expand or collapse content 2. Add the New Action to Page Layout or Object's Lightning Record Page

You can add the newly created action button to either page layout, under the Salesforce Mobile and Lightning Experience Actions section of the page layout, or to the object's associated Lightning record page actions list.

CaseCloud ships with an Access Control & Sharing action button for the Account object.

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Next Article Applying Access Control to Records

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