Editing Opportunity Sharing Rules

For sharing rules that are based on owner, you can edit only the sharing access settings. For sharing rules that are based on other criteria, you can edit the criteria and sharing access settings.

1. From Setup, click Security Controls | Sharing Settings.
2. In the Opportunity Sharing Rules related list, click Edit next to the rule you want to change.
3. Change the Label and Rule Name if desired.
4. If you selected a rule that's based on owner, skip to the next step.

   If you selected a rule that's based on criteria, specify the criteria that records must match to be included in the sharing rule. The fields available depend on the object selected, and the value must be a literal number or string. Click Add Filter Logic... to change the default AND relationship between each filter.

5. Select the sharing access setting for users. For owner-based rules or criteria-based rules with ownership as criteria, the Opportunity Access level applies to opportunities owned by the group, role, or territory members, regardless of the associated account.

   Access Setting	Description
   Read Only	Users can view, but not update, records.
   Read/Write	Users can view and update records.

6. Click Save.