How To Set Permission Sets Globally And Grant Permission For The Individual User

    Learn how to set permission sets globally and grant permission for the individual user

    Step 1

    • Select Gear Icon (top right)
    • Select Setup
    • Type “Sharing Settings” in a Quick Find box
    • Select Sharing Settings
    • Click “Edit” Button 
    • Choose “Private” from the list in Default Internal Access column (this will make all user to see their own data globally)
    • Click Save

    Step 2 (Optional)

        Set specific user with Permission to see the data of other user when all Objects are set to private:

    • Scroll down to Sharing Rules section
    • You would need to assign permission to a user for each Object
    • Find the Object you need
    • Click on New button
    • Enter the Lebel Name in a Rule Name (Step 1) section
    • In “Step 3: Select which records to be shared” section choose the Roles for “(Object Name) owned by members of” and select the User
    • In “Step 4: Select the users to share with” section choose Roles for “Share with” and select the User
    • Choose Access Level in “Step 5: Select the level of access for the users”.
    • Click Save.

    Step 3

    • Type “Profiles” in Quick Find box
    • Select “AscendixRE Standard User” profile
    • Click the “Edit” button
    • Scroll Down to Standard Object Permissions and Custom Object Permissions sections and make sure the “View All” option is unchecked for all Objects.
    • Click Save