Overview of Access Groups

Use access groups to provide sales resources with additional access to sales object data. Access groups are an alternative way of granting data permissions to users, and they use a different access path provided by the predefined data security policies.

An access group uses the access control list model. You create an access group and assign users to it. All group members are given access to standard or custom object data. You define object sharing rules that provide users with access to the specific records of an object. These rules specify the type of access to be provided and the conditions under which the access is provided. For example, users might be granted access to:

• All opportunities with a status of Open

• All accounts where country is set to UK

You can also define the type of data access provided, for example, Full access or Read access.

A user can be assigned to one or more access groups. In this case, the user has the access assigned to each group. So if Lisa Jones is assigned to Access Group A, which provides access to opportunities, and to Access Group B, which provides access to Accounts, she receives the access provided by both groups. You can also use one access group to assign access to multiple objects.

For more information about access groups, see the Access Groups chapter in the Securing CX Sales and Fusion Service guide.