Sharing Hierarchy for explaining who can access a record
Key Takeaway
Use Sharing Hierarchy on a record to see who has access beyond the org-wide default, then click View next to a user to see why that user has access.
Sharing Hierarchy is an action on a record in Lightning Experience. It shows who has access to that record beyond the org-wide default, and why they have it. Admins use it to explain or troubleshoot record access. Each listed user has an access level and one or more sharing reasons, such as ownership or a sharing rule.
How to open Sharing Hierarchy
- Click Sharing Hierarchy from the Action Menu on the record.
- Review the page. It lists the users who have access to that one record, along with each user's access level. It also lists the groups, roles, and territories that have access.
- Click "View" next to a user's name to see every sharing reason that applies to that user, including the name of the sharing mechanism that grants access.
Clicking View gives you a direct answer to the question "Why can this user see this account?", such as a sharing rule or a team membership.
In Salesforce Classic, the matching steps are different. Click "Sharing" on the record, click "Expand List" to see all users with access, and then click "Why?" next to a user's name.