Copy Object Sharing Rules from One Access Group to Another

You can copy the object sharing rules assigned to one access group to another group.

Predefined and custom rules, and access extension rules, are all copied. You can copy rules from system or custom access groups to access groups you create, or to system access groups generated for custom job roles. You can’t copy rules to a system access group that’s generated for a predefined job role.

Use the copy rules feature to simplify the process of creating custom access groups and implementing access groups generated for custom job roles. Instead of having to assign rules individually to these groups, you can copy the rules from an existing group that provides similar access to data as your custom group requires, and then enable and publish only the copied rules relevant for your group.

Use these steps to copy rules form one access group to another.

1. Navigate to the Access Groups page in the Sales and Service Access Management work area.
2. Select the access group whose rules you want to copy from the groups listed.

   Custom access groups are displayed by default so if you want to copy rules from a system access group, you first have to select System Groups - Role from the List drop-down list. Details relating to the group and its members are shown on the Edit Access Group: Overview subtab.

3. Select the Object Rules subtab if you want to review the rules assigned to the group before copying them.
4. From the Actions menu, select the Copy Rules option. The Copy Object Sharing Rules dialog is displayed.
   Note:

   The Copy Rules option doesn’t copy the access group membership rules defined for an access group.

5. Select the group you want to copy the rules to from the Copy to Group drop-down list.
   You can only select valid groups to copy the rules to, that is, custom access groups you created, or system access groups generated for custom job roles.
6. Click Save.
   The rules are copied to your selected group provided that no existing rules are currently being published. If there’s already a publish process running, wait until it completes and then try to copy the rules again.
7. Click Save and Close on the Edit Access Group: Overview subtab.
8. To verify that the rules have been copied successfully, on the Access Groups page, select the access group you’ve just copied the rules to.
9. On the Edit Access Group: Overview page for the group, click the Object Rules subtab.
10. Review the new rules assigned to the group, then click the Enable check box for all the rules you want to enable for the group.
    If you want, you can change the access level assigned by each of the copied rules to your group.
    Note:

    If you copy a rule to a group that’s already assigned the rule, then the access level specified for the copied rule overwrites the access level in the existing rule if these differ.

11. Click Save and Close to save your changes.
12. To publish the new rules you’ve copied and enabled for your group, select the Object Sharing Rules tab on the Access Groups page, then select Publish Rules from the Actions menu.