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WalidWalid 

Sharing Rules to share opportunities of 2 Users with 1 User

Hi there,

I am looking to share Opportunities that are owner by 2 Specfic users (User A and B) belonging to the same role, with another user (User X) in this same Role.

I tried to do that using Sharing Rules on the Opportunity object, but seems that I can only share Groups or Roles with other groups or roles, and nto specific users. 

Ho can I achieve that?

Thanks.
James LoghryJames Loghry
Hi Walid, the easiest way is to add the two users to a Public Group and use the owner based criteria where "owned by members" is set to that group.  Next, you would share it to a 2nd Public Group, which has the third specific user in it.

Otherwise, you're looking at either manual sharing, or Apex sharing to grant access to the specific user.

Regards,
James Loghry
Demand Chain Systems, Inc. (DCS)
http://www.demandchainsystems.com