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Function documentationData Ownership Sharing Options Window

 

In this window, you define which objects can be viewed, either fully or partially, or whether only the name of a document appears in a report while the document itself cannot be viewed.

If a document or sales opportunity has no owner, then any user can access it as if no data ownership is in place. Any user can assign an owner to a document or sales opportunity that does not have an owner. Once an owner is assigned, only the owner’s manager or a superuser can change the owner.

Define object owners according to the following data ownership management methods: