How to share an Account with another user

Modified on Mon, 9 Dec, 2024 at 10:51 PM

Sharing an Account with other users:

There may be times where you need to share an Account with other users.  Sharing an Account will not transfer ownership of the Account.


If you share an Account, you can stop sharing anytime you like.  You can also build custom sharing rules, so specific Accounts are shared with specific users based on certain criteria.



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