Location: Admin tab > *click to edit a User*
Shared User Data is a setting that allows Users to gain access to contact's that are assigned to other Users.
Examples
Scenario #1
"I want our president/owner to have access to all contacts"
1. Locate the president/owner's User from the Admin tab, then click to edit.
2. In the Shared User Data box, select --Everyone--.
3. Click Save User.
For changes to take effect, the owner/CEO User must log out of the CRM.
Scenario #1
"I want our Sales Manager to have access to all contacts assigned to Sales Users."
1. Locate the Sales Manager's User from the Admin tab, then click to edit.
2. In the Shared User Data box, select each Sales User (Ctrl + left click to highlight multiple).
3. Click Save User.
For changes to take effect, the Sales Manager User must log out of the CRM.