Sharing Your Objects Company Wide

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As an owner on objects, you can:

  • Update the Sharing Mode between an owner mode and a partner mode
  • Update if all employees of a company can find and request to join by default when a company is added on an object (when the first user from a company is added on an object, the company is auto added to that object)
  • Add new companies in your network to an object

Steps:

  1. Go to the object that you want to manage sharing with companies.

    team2.gif
  2. Click Edit (pencil icon) on the Member Companies panel. Edit is only enabled when you hover in the panel header. Edit Sharing With Companies window opens.
    Note: For opportunities, click the gear icon and then click Member Companies.
    companiespanel.gif
  3. To add a company in your network, search for the company in your network and click Add.
  4. In the company row, select Yes in the Can Employees Find & Request to Join column if you want employees of that company to be able to search the object and join the object as a participant without implicit approval from object owners. (To get access levels updated, please contact object owners).
  5. In the company row, select No in the Can Employees Find & Request to Join column if you do not want employees of that company to be able to search the object and join the object.
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