How to Edit the Your Entity Sharing Settings

To edit the list of your selected companies/company groups in the Shareable Entity, perform the following steps:

Edit_Shareable_Entity_301.jpg

  1. Go to your shareable entity and select 'Edit'.

    Edit_Shareable_Entity_302.jpg

  2. Go to the 'Sharing Field' details area and click on 'Edit'.

  3. Apply changes to your sharing settings. For further details please see How to use the Sharing Field and How to Use the Sharing Picker.

    Edit_Shareable_Entity_303.jpg

  4. Click on 'APPLY'. Your Sharing Picker settings are saved.

    Edit_Shareable_Entity_304.jpg

  5. Click on one of the buttons to save your entity according to the following options:
    • SAVE - Selecting this option will save your entity and remain in the entity page edit mode.
    • SAVE & CLOSE - Selecting this option will save your entity and open your entity details page.
Have more questions? Submit a request