Zoho CRM – Data Sharing Rules, User to User

If you’ve ever looked at the Data Sharing Rule definition screen, you see that you can share data from one entity to another entity.  The entities available to select from are Group, Role and Roles and Subordinates.  So what if you really just want to share data from one specific USER to another USER?  The answer is to set up each of those individual users a group of 1, then share between the two groups.

To create a group:

1. Tool Icon (upper right corner) -> Setup -> users -> Groups
2. Click the Blue Create New Group button
3. Name your group
4. Under Group Sources, choose Users from the drop down
5. Select one of the users
6. Click Save

repeat steps 2-6 for the 2nd User.

Now you can go back to the Data Sharing Rules and Select the groups you just created!