Hi all,
Unfortunately I could not find the exact meaning of the option 'Roles, Internal and Portal Subordinates'.
When you have Partner Community licenses you can create Parter Portal users and for them once the Partner Portal user is cerated the corresponding Portal Role is created automatically.
You have then following options for Sharing Settimg:
- Portal Roles
- Portal Roles and Subordinates
- Public Groups
- Queues
- Roles
- Roles and Internal Subordinates
- Roles, Internal and Portal Subordinates
Probably the last one includes Roles (Internal and Portal Roles), Internal and Portal Role Subordinates.
Can someone confirm me this?
Hey Laura,
That last option means it will share it with users in the role you've selected, as well as any user in a role that is a descendent of that role, and you can apply this sharing either for internal users or external users in a community.
For example let's say I have the following role hierarchy:
- Executive
- Sales Manager A
- Sales Rep A
- Sales Manager B
- Sales Rep B
- Sales Manager C
- Sales Rep
- Sales Manager A
If I creating a sharing rule and select Roles, Internal and Portal Subordinates and then select the Executive Role, this would share it with users in the Executive Role, as well as users in every other role since those are a descendant of the Executive role.
Thanks,
Mikey
- Executive
