Data Ownership Sharing Options: Manage by Document Only
Documents Tab
Define data owners for documents listed on this tab. You can define document owners with the following options:
No Restriction
Data ownership function is bypassed for the document.
Header Owner
Owner is defined as the owner specified on the document header.
The documents are visible to the owner and to all those users that have a defined relationship to the owner and have the requisite permission for the specific relationship.
Header and Row Owner
Owner is defined as both the owner specified on the document header and the owner specified in the document lines or in the opportunity stages.
The documents are visible to the owner and to all those users that have a defined relationship to the owner and have the requisite permission for the specific relationship
Windows Tab
Define the data owners for windows listed on this tab. You can define object owners with the following options:
No Restriction
Data ownership function is bypassed for the document.
Header Owner
Owner is defined as the owner specified on the document header.
The documents are visible to the owner and to all those users that have a defined relationship to the owner and have the requisite permission for the specific relationship.
For a document, if the owner option you select on the Document
tab is inconsistent with the owner option you select for reports on the current tab, and the reports use this document as data source , the following happens:
When the owner option you select on the
Document
tab isNo Restriction
, the data ownership function for this document is by passed.You can view all records of the bypassed document in related reports (for which you have defined a different owner on the current tab) with
Full
authorization.When the owner option you select on the
Document
tab is other thanNo Restriction
, the following happens:The owner defined on the current tab is
No Restriction
:In related reports for which you have defined a different owner on the current tab, you can view all records of this document with
Read Only
authorization.The owner defined on the current tab is
Header Owner
:In related reports for which you have defined a different owner on the current tab, you can view only the records for which you have a defined relationship to the header owner and have the requisite permission for the specific relationship.