3.3.1 Sharing with Read Accessibility

Use-

  1. Sharing a Collection with read access with a user, user will not be able to create further Collection/Credential. With read access user is provided limited or view access of shared records.
  2. When user will share a Collection with Read Access Level , the other user with whom it has been shared will not be able to edit any of Collection's/Credential's attributes. For Example, Collection Name. Thus a Collection when shared with Read access can only be viewed by user.

How to do it?




1. Login as an administrator. Unlock application. All Collections/Credentials records in the application are as below.

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2. Right click on "e-Commerce" Collection. Select "Sharing" option. "Manage Sharing" window as follows will be
    displayed.


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3. Click on "Add User Sharing"
box. Enter a name of a user record to share. Being auto complete field matching records will be provided. Click on a record to add sharing.


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4. Check Sharing on subordinates as well. Same sharing is applied to all subordinates.
 
Sharing on child Collection "e-Commerce".

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Sharing on child Collection of "e-Commerce" i.e. "Sandbox".


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Sharing on Credential of child Collection "e-Commerce".
 
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In this way, sharing on parent Collection record is applied recursively to all its subordinates.
 
5. Login to Salesforce as the user. Collections that are accessible are only displayed.

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6. Right click a Collection record & select Create Credential option. As user is having read access of Collection, it is
not allowed to create Credential.

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7. Right click Collection record & select Rename Collection option. As user is having read access, it is not allowed to
edit Collection Name.

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8. Right click a Collection record & select option Delete Collection. A confirmation message is displayed. Click on Yes button to delete Collection. As user is having read access of Collection, it is not allowed to delete Collection.

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9. Right click any Collection record & select option Edit->Cut. Right click any other Collection created by user & select Edit->Paste option. 

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Click on Yes button to continue.

 


10. Right click a Collection record & select option Create Collection. It is not allowed to user to create a child Collection.

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11. Right click a Collection record & select option SharingManage Sharing window is displayed to user to view other Sharing records on the Collection.
 
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12. Right click on any child Collection record & select option Move To Root. A confirmation is displayed. Click on Yes button to continue. As user having Read access is not allowed to move a child Collection to root.

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13. Right click a Collection record & select Clear All Sharing. A message is displayed as below.



14. Click on Edit button of Credential. Create Credential window is opened in non-editable mode.

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15. Click on Delete button of Credential. A confirmation message is displayed. Click on Yes button to continue.

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16. Click on Share button of a Credential. Manage Sharing window is opened to display other sharing records if present in view mode.

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Summary

1. Collection Sharing

Sr. No.

Feature

Is Allowed?

1

Create Collection

Not Allowed

2

Rename Collection

Not Allowed

3

Delete Collection

Not Allowed

4

Edit Collection->Cut->Paste

Not Allowed

5

Move To Root

Not Allowed

6

Sharing

Not Allowed

7

Clear All Sharing

Not Allowed

8

Drag & Drop

Not Allowed


2. Credential Sharing

Sr. No.

Feature

Is Allowed?

1

Create Credential

Not Allowed

2

Edit

Not Allowed

3

Delete

Not Allowed

4

Share

Not Allowed

5

Drag & Drop

Not Allowed

6

Copy Server/URL, Username. Password

Allowed

7

Show Password

Allowed