
I only have two users, both have the same role (System Admin). However, one user can see all of the accounts, contacts, opportunities, etc. The other user can't see any of what the first user can.
Where do I change this so that they are both working on the same data?
4 answers
Check your Sharing Settings (Setup->Sharing Settings) and see if any of the objects you are trying to share are Private (or controlled by Parent and the Parent is Private.)
This means that only the owner of the record and users higher in the role hierarchy can see the records.
Since your users are on the same role, one user will not be able to see the other user's records.
You would need to either change the sharing model to a public option, use object sharing rules, account teams, manual sharing, or apply the option of "View All Data" or "View All" on the object level for each of the profiles or via a permission set for them to view all of the records.
Ideally, your sharing settings should be on the LEAST privilege level, and you add access using roles/profiles/permission sets/sharing rules.