1. Create a Sharing Rule

1.1 Go to the Admin Console: CRM Platform Management - Data Permission Management.

1.2 Click the “Data Sharing” tab to open the Sharing Rules page; then click the “New Sharing Rule” button.

1.3 For a rule based on record owner, set the Rule Type to “Based on Data Owner”.

1.4 Select the source users: employee(s), Dept., user group(s), or Roles.

1.5 Select the data object to share, for example Account or Contract.

1.6 Select the target recipients: employee(s), Dept., user group(s), or Roles.

1.7 Choose the sharing permission: “Read-only” or “Read/Write”.

1.8 Click “Confirm” to save the sharing rule.

2. Validate the Sharing Rule

In the Data Sharing list, locate the newly created sharing rule and verify that its conditions and permissions match the expected settings.